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Family Office Services

Family Office Services

L&T Capital Family Office is a full fledged Multi Asset Advisory platform with fully integrated administration set up and a comprehensive Wealth Advisory solution. We seek to fulfill the evolving needs of the wealthy families by enhancing the range of services offered. It goes beyond the limit of only managing investments and provides holistic solutions to the needs of the clients.

 

The purpose of the family office is to manage family wealth and effectively transfer established wealth across generations in an efficient manner.

 

L&T Capital PWM provides investment management and integrated advice (i.e.,taxes estate planning, corporate advisory, etc.) in a customized, unbiased manner with confidentiality, greater involvement and commitment.

 

We invest, manage and disburse financial asset based on financial plan, tax implications, succession plan, beneficiary needs, etc.

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Family Office Services
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Consolidated Advice, Execution & Risk

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Portfolio Management & Investments

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Risk Management & Insurance

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Reporting & Record Keeping

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Philanthropic Management

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Multi Generational Management

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Compliance & Regulatory Assistance

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Life Management & Budgeting

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Tax Advisory

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Training & Education