ATREYI

WEALTH
Where your wealth finds exclusive direction

Founder - Gopinath Prakashan www.atreyi.in

 What is Family Office ?

A family office is a private wealth management firm that provides a

wide range of services to a wealthy family, typically including
investment management, financial planning, tax advice, and estate
planning.
Family offices can be either single family offices (SFOs), which serve a
single family, or multi-family offices (MFOs), which serve multiple
families.

Founder - Gopinath Prakashan www.atreyi.in

Family Offices LandScape

Family Office

Single Family Office Multiple Family Office

Existing
Can Appoint Mission
Can Outsource
Business Independent
Own Fund Services from
Investment Entity
Manager Wealth Firms
vehicle

www.reallygreatsite.com
 Wealth Management

Charity & Philanthropy

KEY FUNCTIONS
OF FAMILY OFFICE Tax Planning

Succession Planning

Business Exits
 Wealth Management Services
Listed Equity Gold

Private Equity Realestate

ASSET
ALOCATION

NBFC Debt

AIFs Offshore

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InvestmentWAVE'S
Journey of Family Offices
END SWIMWEAR
5-Step Ordering Process

Structred Place
Unlisted Debt,Structured order!
Equity Via Credit,Startups
FD,PMS Venture
Listed Cap or PE
Equity,MF
Real Estat &
2020
Gold
onwards
2011-2020
2000-2010
1990-2000
 Other Investments
16.3% Fixed Income
ASSEST 21.7%

ALLOCATION Commodities
3.3%

By 2021

Startups & VC
19.6%

Listed Equity
39.1%

Source : trica’s survey of family officed and HNi

Major Family Offices In India
 Thank You
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