Family Office Support
Complete Financial Infrastructure for High-Net-Worth Families.
Family Office Support
Building multi-generational family wealth requires more than accounting. It requires governance, professional oversight, tax strategy, and alignment across family members who may not always agree on priorities.
Family Office Support from Vaishvik JHS helps promoter families and family offices establish professional governance frameworks, manage investments across asset classes, plan tax-efficient wealth transfer, and professionalise decisionmaking without losing family values.
What is family office support?
A family office is the professional infrastructure that manages family wealth, coordinates investment strategy, handles tax and regulatory compliance, and aligns family members around shared objectives.
Governance Framework Design
Moving from informal family decisionmaking to professional governance. This includes: – Board structure and composition – Investment policy statement and decision rights – Regular reporting and communication cadence – Succession planning for the family office itself
Investment Strategy & Diversification
Most family wealth starts concentrated (business assets, real estate, securities). Diversification across asset classes improves returns and reduces risk.
We advise on: – Current portfolio assessment and risk profiling – Asset allocation across equities, fixed income, real estate, alternatives – Investment policy statement and rebalancing framework – Manager selection and performance monitoring
Tax-Efficient Wealth Transfer
Family wealth transfer is the largest wealthdestruction event for many families — often due to tax inefficiency.
We design: – Optimal holding structures (trusts, partnerships, holding companies) – Lifetime giving strategies and succession planning – Tax-efficient reinvestment of business proceeds – Compliance with India’s wealth transfer and gift tax frameworks – International wealth transfer (if family members live abroad)
Regulatory Compliance
Family offices are subject to multiple regulatory
regimes (income tax, corporate law, trust law, foreign investment rules if applicable).
We manage: – Annual tax filing and compliance across all family entities – Trust administration and beneficiary compliance – Corporate governance for family holding companies – Regulatory filings under Companies Act and income tax law – GST compliance for family business operations
Professional Management & Reporting
Day-to-day family office operations include: – Investment monitoring and rebalancing – Regular performance reporting to family members – Vendor management (banks, investment managers, lawyers) – Cash flow planning and liquidity management – Ad-hoc advisory on financial matters
Why family office support matters
Many promoters reach a point where their personal accounting is no longer manageable:
- Business wealth has grown substantially
- Personal and business finances are entangled
- Multiple family members have different financial interests
- Tax planning requires professional coordination
- Succession planning is looming but not yet structured
Without professional family office infrastructure:
– Wealth transfer can be inefficient (30%+ tax loss)
– Family decisions about money become sources of family conflict
– Regulatory compliance gaps emerge
– Opportunities for tax optimisation are missed
– Succession planning is rushed and reactive
Family office support prevents these outcomes.
Vaishvik approach to family office
Professionalisation without losing family values.
We establish professional governance and reporting without imposing corporate distance. Family members remain involved in major decisions. The infrastructure just makes those decisions clearer and better informed.
One connected financial view.
Most family advisors specialise in tax or investments or accounting. We cover all three – because they are interconnected. Tax strategy shapes investment decisions. Investment decisions shape cash flow needs. Cash flow shapes family distributions.
Partner-level engagement.
Navya Agasthyaraju leads family office relationships. Your family speaks to a partner, not a portfolio manager or accounting supervisor.
Confidentiality and discretion.
Family office matters are sensitive. We maintain strict confidentiality and work quietly inside your family’s preferred structures.
Typical family office engagement
Scope: Varies widely. Some families want governance framework design only. Others want ongoing comprehensive family office management.
Phase 1: Family Office Audit
We assess current structure, tax efficiency, governance gaps, and compliance risks. Deliverable: 30–50 page audit report with recommendations.
Phase 2: Framework Design
Based on the audit, we design: – Recommended holding and trust structures – Investment policy statement – Governance charter and board composition – Tax and compliance roadmap – Succession planning framework
Phase 3: Implementation
We coordinate with legal and tax advisors to implement the framework: – Entity restructuring and documentation – Trust setup and funding – Updated tax filings and compliance – Board meetings and family communication
Phase 4: Ongoing Management
We provide continuing family office management: – Monthly investment monitoring and reporting – Quarterly family updates and meetings – Annual tax planning and filing coordination – Ad-hoc financial advice and scenario planning
Timeline
2–4 months for framework design; ongoing for continuing management.
Team composition
1 named partner (Navya Agasthyaraju) + 1–2 senior advisors, scaled to scope.
Fees
Discussed directly during the consultation call — structured to the scope of your family office requirements.
Typical structures we design
Holding company structure (separating business from personal wealth)
– Trust for family beneficiaries
– Investment arm for diversified portfolio
– Clear governance charter and board
Separate trusts for each family branch – Professional investment committee
– Structured succession planning for business and wealth
– International structures (if family members live abroad)
Proof of capability
Navya Agasthyaraju
has advised multiple mid-market and growing family businesses on wealth structuring, tax efficiency, and family office governance. Her background includes corporate tax strategy and multi-generational wealth planning.
She understands the dynamics: family complexity, business concentration, succession pressure, and the personal nature of family wealth conversations.
