ABOUT US
As an experienced family office, we deal with long-term asset protection and value appreciation as well as performance and cost optimisation. As a result we are able to explicitly address the wide-ranging needs of our clients and serve them professionally along with discretion and integrity.
REDUCTIONS
Cost reductions thanks to partnerships with premium financial institutions
We have developed and maintained strategic partnerships with carefully selected financial services partners over the years. In return, our clients benefit from the advantages of optimised fee structures that our premium financial services partners grant us.
Optimization of income, wealth, capital gains, gift or inheritance tax
The issue of taxes plays an important role in asset protection. After all, our customers are confronted with acomplex combination of income, wealth, capital gains, gift and inheritance taxes. In order to ensure that the basic strategy best addresses our customers situation and is also sustainable and efficient with regard to taxes, we rely on partnerships with established specialists.
PLANNING
Succession planning for long-term asset management
Long-term asset management involves preparing and realising the smooth, consistent transfer of assets from one generation to the next. With suitable structures that are tailored to the respective needs and objectives of our clients.
OPTIMISATION
Optimisation of income, wealth, capital gains, gift or inheritance tax
The issue of taxes plays an important role in asset protection. We are confronted with a complex combination of income, wealth, capital gains, gift and inheritance taxes. In order to ensure that the strategy fits the situation and is sustainable and efficient with regard to taxes, we rely on partnerships with established specialists.
CONSULTING
Asset tests, risk profile creation and strategy development
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We conduct detailed conversations with our clients as a first step to listen and understand. We then discuss objectives, ideas and assess the amount of assets available in order to create a bespoke risk profile. Post deployment we monitor performance on a regular basis in order to make appropriate adjustments to adapt to changes in the market and reliably implement our client's wishes.
OUR TEAM
Each Annapurna Family Office team member has different strengths and areas of focus that they use in the interest of our clients. In this way, our team benefits from a variety of viewpoints, specialist knowledge and experience that we can call upon and discuss constructively. This important input ensures that we are continuously striving to achieve the highest quality standards for the long term.
OUR PHILOSOPHY
Clients frequently face the challenge of navigating complex financial issues, often requiring advice from professionals. One expects that quality professionals will competently provide the services requested, therefore one must carefully ask the right questions and request the right services. Sometimes, especially when working with multiple professionals, there is a very real danger of important details “falling through the cracks”, frequently with a suboptimal outcome.
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Our role is to be the shepherd throughout this process. Success to our clients goes far beyond investment results; success is teaching children the value of money, the role of the family business. Success is handing over the reins of leadership to the next generation. Success is establishing a disciplined family bank. Success is bringing extended family into the circle of the family business. Success is defining charitable goals and principles.
Sustainable Relationships
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Our aim is to develop and maintain sustainable relationships. based on values such as trust, discretion and integrity as a means of creating a solid foundation for a constructive, fruitful collaboration over many years.
Philanthropy is an investment in the future
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Investing for the long term is the foundation of sound financial planning. Philanthropy is a way to invest in the long term on a broader scale by contributing time, skills and resources to worthy causes like education, health and human services that contribute to a brighter future.
Risk and Reward
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Short term profit is not the intention and a medium to long term perspective underpins all decisions. We have to balance the needs for preserving multi-generational wealth alongside the current needs of our clients and help plan for the future, whether that’s by setting goals for retirement or deploying wealth to establish a legacy.
Vijay Sharma
Kevin Whelan
Dilip Shah
Estate Planning & Tax Advisory
Dilip brings an abundance of experience and depth of knowledge in the provision of specialist estate planning, inheritance tax advisory, CGT planning and expertise on the tax rules relating to trusts and estates.
Portfolio Director
Operations, management, execution of strategy and stewardship fall within Vijay's remit which is to manage the wealth of the founding family efficiently and to protect and grow wealth for the next generation.
Strategy & Consulting
As a hugely experienced and respected Economist, Author, Wealth thought leader, Kevin was the ideal person to join the board to help shape the future plans of Annapurna and to create the expert team to expand and protect assets for future generations.
CONTACT US
You can contact our team by sending a message in the section below