Privè One Family Office

Private & Confidential · By Invitation

A Private Institution
for India's Most
Successful Families

Privè One replaces a lifetime of scattered advisors with a single, accountable institution — governance, investment, tax, succession, risk and legacy, managed as one. Quietly. Without compromise.

Request a Private ConsultationExplore Our Approach

Why a Family Office

India's wealth has outgrown conventional management.

A generation of founders has created wealth on a scale their banks, brokers and CAs were never designed to steward. The governance gap is structural — and it opens at the exact moment wealth should be most protected.

19,877
UHNW individuals in India ($30M+), up 63% since 2021
< 3%
Family office penetration in India — versus 55–70% in developed markets
$1.5T
Intergenerational wealth transfer expected over the next decade

The gap is structural. 41% of wealthy Indian families have no formal succession plan, and only 19% have adopted trust or LLP structures — leaving wealth exposed at the exact moment it should be protected.

Sources · Knight Frank Wealth Report 2026 · EY–Julius Baer Indian Family Office Playbook, June 2025

The Six Pillars

One institution, six disciplines, managed as one.

Each pillar is a full practice in its own right. Together they form the operating system of a family that will still be a family in a hundred years.

01Pillar

Governance Architecture

A three-tier institution built around your family.

  • Family Council

    Sets vision, values and long-term direction. Meets quarterly; ultimate decision authority rests with the family.

  • Family Office Board

    Independent experts and senior family members approve investments, major expenditure and CEO performance.

  • Family Office CEO & Team

    Professional management runs daily operations. Every advisor — tax, legal, investment, banking — reports through one accountable executive.

Why it matters

Prevents emotion-driven decisions and key-person dependency — every rupee spent has a documented governance process.

02Pillar

Investment Management

Every rupee invested with purpose and precision.

  • Investment Policy Statement

    A formal, written mandate replaces ad-hoc, advisor-driven decisions with committee-approved discipline.

  • Investment Committee

    All decisions flow through a formal committee, reducing emotion and eliminating advisor conflicts of interest.

  • Unified Portfolio Dashboard

    A single real-time view across listed equity, PE, AIF, PMS, real estate and international holdings.

Why it matters

Replaces 5–10 siloed advisors with a single IPS-governed framework, benchmarked quarterly against agreed targets.

03Pillar

Wealth Structuring & Tax

The right architecture multiplies what you keep.

  • Holding Company Architecture

    Centralise business and investment assets under efficient legal structures, reducing tax drag on inter-entity cashflows.

  • Family Trusts & HUF Planning

    Ring-fence wealth, protect against disputes, and use HUF structures for legitimate income splitting.

  • Cross-Border & GIFT IFSC

    Coordinate FEMA, DTAA and offshore holding structures for families with overseas assets or NRI members.

Why it matters

Reduces effective tax drag across the portfolio and creates legally defensible asset separation.

04Pillar

Estate & Succession

Your legacy, on your terms — not the courts'.

  • Will & Trust Instruments

    Professionally drafted across all asset classes and jurisdictions — clear, unambiguous, enforceable.

  • Nominee & Successor Mapping

    Every bank account, demat, property and business stake documented, with no asset left unassigned.

  • HUF Succession Protocols

    Smooth, tax-efficient partition and transfer of Hindu Undivided Family structures across generations.

Why it matters

Removes ambiguity before it becomes conflict — succession happens on your instructions, not through probate.

05Pillar

Risk Management

Identifying threats before they become disasters.

  • Business & Legal Risk

    Key-person dependency, succession gaps and regulatory exposure monitored continuously across all family entities.

  • Investment & Insurance Risk

    Portfolio stress-testing, hedging strategy and a full audit of life, health, property and D&O coverage.

  • Reputational & Political Risk

    Media monitoring, crisis protocols, and scenario planning for policy and election-driven shifts.

Why it matters

Proactive identification means the family never faces an avoidable regulatory penalty or uncovered liability.

06Pillar

Lifestyle & Legacy

Your life, curated — your legacy, compounded.

  • Concierge, Health & Education

    Private travel, priority healthcare access, and elite university advisory for the whole family.

  • Property & Collectibles

    Oversight of family residences plus valuation and acquisition advisory for art, jewellery and collectibles.

  • Philanthropy & CSR

    Family foundation management and donor-advised giving aligned to measurable social impact.

Why it matters

Frees the family principal from operational complexity and builds legacy beyond financial capital.

The Cost of Inaction

Wealth without structure rarely survives the family that made it.

70%

of family wealth is lost by the third generation, globally.

3–10 yrs

average time spent in probate court without a plan in place.

41%

of wealthy Indian families have no formal succession plan.

Implementation Roadmap

From first meeting to full institution — in eight months.

A deliberate, transparent build. Each phase is scoped, priced and signed off before it begins. Nothing is rushed. Nothing is improvised.

You will always know exactly where we are, what we are building next, and why.

  1. M1–2

    Wealth Health Check

    A complete, forensic audit of assets, liabilities and tax exposure — the single source of truth we build from.

  2. M2–3

    Governance & Constitution

    The Family Constitution is drafted and ratified. Governance tiers formed with defined authority.

  3. M3–4

    Legal Structure Build

    Holding companies and family trusts incorporated. Assets migrated into their permanent architecture.

  4. M4–5

    Investment System

    Investment Committee formed; the Investment Policy Statement ratified and communicated to all advisors.

  5. M5–6

    Risk, Succession & Legacy

    Wills executed. Risks mapped and mitigated. Philanthropy and lifestyle frameworks put in place.

  6. M7–8

    Technology & Go-Live

    Unified dashboard live across every asset class. The institution begins full operations.

Will your family's wealth outlast you?

The best time to build your family institution was when you crossed $10 million. The second-best time is today.

  1. 01

    Say Yes

    Authorise the Wealth Diagnostic — a discreet, no-obligation engagement.

  2. 02

    The Health Check

    We map every asset, liability and structure across your holdings.

  3. 03

    See the Full Picture

    All your wealth, in one place, for the first time.

  4. 04

    Build the Institution

    We build the structure over eight months, quietly and completely.

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All enquiries are strictly confidential