The Family Office Process
General Process Overview
Note: Geography is a non-issue. We provide services to families located all across the world.
| Step : 1 Introduction |
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Understanding the business & business objectives |
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Understanding the business owners / managers & who does what? | |
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Understanding the business strategy, future strategy & concerns | |
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Introduction to the family on what we do and what we aim to achieve | |
| Step : 2 Interaction & Planning |
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Detailed interaction with family members; to understand each one’s personal objective & expectations |
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Bringing it all together; while maintaining anonymity | |
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Putting together a family core team / representative board / governance committee from family members either democratically or by nomination | |
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Step : 3 |
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Creation of a family constitution | |
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Working with the core team on inputs received by everyone | |
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Step : 4 |
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Formulating action agenda & planning for each year | |
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Reviewing and re-planning as needed | |
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Steps |
Area |
Online Financial Planning - Process Details |
Time |
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General |
Enrolment |
F Login OR F Register with us if you are a new user - Create your user id & password. |
N/a |
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1 |
Purchase |
F Add the service you like in the shopping cart F Make the payment - the system will guide you step by step in doing this |
N/a |
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2 |
Profiling |
Here you make the data entry & start seeing planning results immediately F Start your online activity in the service chosen from my account section F As you enter data calculation of Financial Planning results are shown immediately F Accept results, save and continue the process
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Combined Activity.
15 to 20 minutes *
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3 |
Planning |
Here you can Modify / Amend / Fine-tune Result & Generate your plan F Results keep emerging as you enter data F You may Modify / Amend / Fine-tune results by using our smart Comments & Tips to customise results. F Once you are sure of everything simply generate the financial plan. Print your Financial Plan instantly or View it online F A copy of the plan will also be emailed to your registered id F If your situation changes in 6 months use the 1 free modification facility to upgrade plan. |