binnyaleena-blog

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Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally, 2011 & 2009. Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

[binnyaleena-blog]

Client Associates (CA) is India’s First “Multi Family Office Firm” founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India. CA was founded in May, 2002 and operates out of seven offices at Gurgaon, New Delhi, Mumbai, Bengaluru, Kolkata, Chennai and Hyderabad.

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The blog discusses three key areas where most HNW individuals usually need help when it comes to private wealth management.

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We have all heard of stories wherein the family wealth passed down from generations gets multiplied several times over, or being completely destroyed in the descent. One often wonders what it is that makes one generation create wealth that is large enough to pass down to their heirs, whereas the other generation can barely keep it sufficient for themselves, leave alone passing it forward.

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Family offices are an outsourced solution for financial and investment management of affluent families or individuals. Primary factors to establish a family office include: need to preserve family wealth, consolidation of assets, ensuring transfer of wealth to future generations and dealing with unexpected liquidity influxes.

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In this blog post, we discuss some of the common mistakes that most investors make and ways to help you tackle these problems.

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3 Key Benefits of Hiring a Private Wealth Management Company

A private wealth manager can do a lot more than providing financial consultation. This post discusses 3 key benefits of hiring a wealth manager.