Practice
Family Office Operations
Advisory and operational support for family offices on investments, governance, asset management, and succession planning.
Practice
Advisory and operational support for family offices on investments, governance, asset management, and succession planning.
Thesis
Indian family offices are managing increasingly complex pools of capital across operating businesses, real assets, listed and unlisted investments, and the next generation. We help establish the operational rigour, governance frameworks, and investment discipline that allow family wealth to compound across cycles.
How We Work
01
Investment policy statements, asset allocation frameworks, deal evaluation criteria, and portfolio reporting standards.
02
Structuring the family office's relationship with operating businesses — dividends, capital deployment, exits, and partial monetisation.
03
Due diligence, structuring, and monitoring support for real estate, private credit, stressed assets, and co-investment opportunities.
04
Holding structure review, family constitution drafting, next-generation onboarding, and estate planning coordination.
Next Step
Sharp Advisors works with families to bring structure, discipline, and continuity to how wealth is managed and grown.
