Our Family Office Offerings

Our solutions aren’t off-the-shelf - they’re embedded in who you are and what your family is becoming. Built to scale with your vision, values and legacy

Keystone Legacy Circle

Exclusive. Peer-driven. Built for reflection, not promotion.

The Keystone Legacy Circle is our by-invite-only community for ultra-HNW families who want to grow beyond just assets. It brings together founding generations, successors, and legacy stewards in a discreet, trust-first environment.

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Keystone

Legacy Circle

CONFIDENTIALITY
COHORTS
ACCESS
INSIGHT
GATHERINGS
STORYTELLING
LEARNING
SHOWCASES
Wealth Structuring & Succession Planning

From SPV creation to intergenerational income distribution, we build structures that secure your family’s long-term financial harmony.

Treasury Advisory & Investment Management

Strategic allocation across asset classes—equity, debt, AIFs, private deals, and real estate—tailored to your family's risk appetite and legacy goals.

Tax & Regulatory Compliance

Ensure seamless compliance across India, UAE, Singapore, USA & UK. Navigate FEMA, LRS, SEBI, and IT regulations with confidence.

Lifestyle, Concierge & Well-being

From next-gen education to luxury travel, mental wellness, philanthropy, healthcare, and immigration—we care for your family’s total well-being.

Cross-Border Structuring & Second Residency

Advisory on dual citizenship, relocation, estate protection, and second-home residency to ensure legacy thrives across jurisdictions.

Philanthropy & Social Impact

Design charitable trusts, manage strategic giving, and align impact investing with your family's core values and long-term purpose.

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