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Writer's pictureChandreyee Sikdar

What Is A Family Office And Why Should You Set-Up One With Sàwai? | Impact Family Office

If you've been wondering what family offices are and what functions they serve, you've come to the right place. This blog serves as an introduction to Family Offices for those who are new to the subject.


A family office is a privately held company that manages investments and money for a wealthy family or high-net-worth individuals to grow and transfer wealth between generations effectively. Family offices can assist with travel arrangements, property management, day-to-day accounting and payroll activities, legal affairs management, family management services, financial and investor education, and succession planning.


Family groups join a family office for a variety of reasons, as previously stated. In almost all cases, however, a significant transition is required, and numerous factors must be addressed, which is time-consuming and overwhelming. This is where a family office can be of great assistance, acting as trusted advisors and providing expert advice to help your business run smoothly and with the best recommendations.


The following are some of the advantages of working with Family Offices:

  • To preserve wealth, proactive management and appropriate solutions are used.

  • Assisting other experts in ensuring that all adviser work is coordinated and that plans are implemented.

  • Assisting with wealth generational transfer through strategic asset allocation and estate planning.

  • Investing diversifies to reduce risk.

  • Proactive, customized, and responsive service

  • Help in determining a common family goal and dealing with intergenerational issues.

One of the primary reasons for the emergence of the family office is that global trends are pushing family-run businesses to professionalize the way their assets and wealth are managed. Aside from the increasing returns on capital relative to labor, the emergence of family offices has to do with abandoning the traditional way of preserving wealth.


Over time, the definition of a family office has evolved to become subjective and inclusive of various service elements. Traditionally, these firms handled investments, taxes, trusts, and legal matters. However, as the economic and social environment has changed, family offices have begun to adopt modern and creative ways to provide a variety of services to our loyal clients.


Private equity, venture capital, hedge funds, startups, and so on are all common services everyone is aware of. Watches! Luxurious watches are a portable investment asset. An investment opportunity for your money to be put to use that has been sitting in a dormant savings account. Watches also contain the history and legacy of those who have worn them, which adds to their value. Furthermore, investing in an evergreen style always depicts a one-of-a-kind story.

Modern Family Offices also assist their clients in managing luxury assets such as private estates and residences. Registration, administration, and management of high-value possessions such as yachts, private jets, and helicopters, among other things. These services ensure that the asset's owner can enjoy it without interruption, that costs are kept to a minimum, and that liability for any unforeseen issues does not extend to the owner's other assets.


Aside from the aforementioned luxury assets, family offices are now investing in art and collectibles, vintage automobile collections, and so on. Art and collectibles contain stories and tales that have traveled around the world, making them precious, valuable, and expensive. Table reservations, private attendants, travel, vacations, wellness, and other services that family offices are utilizing to provide additional comfort and convenience.


Sàwai is an independent multi-family office that provides wealth advisory, real estate advisory, lifestyle management services, art and collectibles, investment banking advisory, and luxury asset management to ultra-high-net-worth individuals and families. Sàwai entails being the precious and loyal trustee on whom you can always rely, from administering your vintage automobiles to VIP access to your wealth and travel management. Please schedule an appointment with our experts today: https://www.thesawai.com/family-office-appointment


Impact Family Office | Wealth, Investment & Lifestyle Management Service | Luxury Travel | India | SÀWAI




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