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INDIA’S LEADING FULL-SERVICE FAMILY OFFICE ADVISORY FIRM

Family Office Advisors

At TAM India Family Office Advisors, we recognize the challenges business owners, professionals, and NRIs face when managing their wealth & Investments, taxation, regulatory affairs, succession planning, and international expansions.

Traditionally, family office services have been fragmented, with bankers focusing on investment management, while lawyers and chartered accountants addressing taxation and legal needs. This disjointed approach often forces individuals to seek multiple external advisors, creating complexity and inefficiencies.

As India’s leading full-service multi-family office advisory firm, we provide a comprehensive and integrated approach centered around the needs and objectives of our clients. We provide solutions to taxation, regulatory, compliance, accounting and investment management needs under one roof.

  • Multi Asset – Multi-Jurisdiction Investment Portfolio Management
  • Direct Tax Planning, Advisory, and Opinion
  • Domestic & International Tax Strategy
  • Merger and Acquisitions, Restructuring / reorganizing of family business
  • Inbound and Outbound Investments
  • Company Law, FEMA, SEBI related regulatory and compliances
  • Citizenship, Residency and NRI services
  • Succession & Inheritance tax planning
  • Family charter & Family settlements
  • Dilution of non-core family assets

Family Office Services

We specialize in solving the complex problems faced by Business Owners, Family Offices, professionals, and NRIs across Direct Taxes, Regulatory & Compliance, Investments in private and public markets and Citizenship & Residency.

01. Investments

We provide truly conflict free investment advice. We build Investment strategies based on Macro Asset Allocation, Investment Policy and Risk Management.

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02. Direct Tax

Representation and Support in Investigation Matters including Foreign assets investigations, investigations based on information received.

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03. Regulatory Services

We provide End-To-End Solutions for Regulatory Services which includes Validating, Planning and Implementing the Entity Structure

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04.Other Bespoke Services

We provide customized solutions for Virtual CFO, Real Estate and Citizenship & Residency services.

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Our Past Assignments

We have led wide range of assignments with some of the marque clients in Delhi-NCR and India.

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