Family Office

Wealth Advisory is a subset of Family Office.
Family Office is a comprehensive engagement platform where we act as your family's “Personal CFO”, managing all aspects of your family's financial well-being.

CLIENT AND FAMILY

BEENA SANGHRAJKA FAMILY OFFICE

ADVISORS

CFPs

Private Bankers

Fund Managers

Agents and Brokers

Tax Consultants and Cas

Legal Advisors

STRATEGIC SOLUTIONS

Invest

Insure

Tax

Legacy

Accounting

Borrow

PRODUCT SOLUTIONS

Investments

Insurance

Lending & Credit Products

SERVICES SOLUTIONS

Financial Portfolio Management Services - Domestic and Global assets

Consolidated performance reporting

Record keeping

Cross-border Tax advisory

Multi-generational wealth management

Estate planning services

Corporate Finance Solutions

Multi-generational wealth management

Risk management and insurance

Real estate advisory

Designed & developed by : Jayesh Infotech