As family offices mature, non-investment related activities start gaining more prominence. Clients are increasingly looking for holistic advice for their financial well-being, succession planning and business legacy. Keeping this in mind we offer services across a wide spectrum

As a trusted advisor to your family, we help you preserve, protect and grow your wealth. We believe in the concept of creating risk pools, which take into account market risks, personal risks and your aspirational risks to better manage your finances. We offer impartial and independent advice across asset classes, portfolio managers and geographic regions.

Charitable giving is a very personal objective and for many it can be a daunting task to determine where to begin. We help the families we work with to articulate their philanthropic objectives and to align their interest with important social causes. This includes advice on donating to charitable institutions as well as setting up and management of a foundation.

While some of these services could be termed as “concierge” in nature, we aim to provide holistic services to our clients. Besides managing your lifestyle, we also aim to fulfil your aspirational needs. These services could include managing your club memberships, management of private jets or yachts, management of lifestyle properties. We also assist in budgeting for your leisure by analysing your short term and medium term liquidity requirements.

Younger family members will face complex challenges when they assume leadership in managing the family’s wealth. We share your vision to prepare them for future responsibilities and help develop the next generation’s capabilities with practical experience in dealing with those responsibilities. We provide guidance and mentoring to help them prepare for their new roles.

We understand the complexities of inter-generational wealth transfer and help you think through deeply personal issues and address them. There are a variety of ways to transfer your wealth, from the complex and restrictive to the simple and quick. As your advisors we hand hold you through this intricate process and ensure that your wealth is bequeathed to the intended beneficiaries smoothly and in the most tax efficient manner.

Owing to our experience, we have an insight into the challenges and opportunities that businesses face. Keeping this in mind we provide integrated advisory services that include financing and business advisory to families that helps sustain and grow their enterprises. We support clients through mergers and acquisitions, due diligence, restructuring, business modelling as well as economic consulting.

As advisors we ensure that family offices maintain records and there is a strong record keeping culture in place. Some of the services include consolidating and reporting all family assets, expense management, performance reporting, reporting of financial statements.

We help you to successfully transition ownership, leadership and management of your business and family’s assets to your successors. Evaluation of strength, weaknesses, opportunities and threats of senior management to ensure smooth succession, re-evaluation of the family board, implementation of inter-generational transfer plans, are some of the services extended to families.

We assist our clients in many office management procedures, which include efficient data management, accounting preparation and bookkeeping. We also provide assistance in setting up accounting standards and procedures. We assist our clients in bank statement reconciliation and support other general administrative issues.

In order to protect your family, your enterprise and your assets, it is imperative for you to plan for the unexpected. Insurance is one such instrument that helps you achieve this objective. We assist families in assessment of their insurance requirements, conducting a due diligence of the available options, policy acquisition and monitoring of the same. Evaluation of security options, protection of assets and data security are some of the services extended.

Families and their enterprises may face unique regulatory issues, we offer services specially designed to meet their challenges like auditing and governance. We spend the time necessary to work through and guide our clients on regulatory and compliance requirements and provide them with ongoing support.

Tax and legal advisory gains more importance as families expand and there are several more entities involved. These functions have a significant impact on a family’s finances and must be dealt with by experts. With our collaborative network, we assist families in constructing a tax plan and ensuring all entities are tax compliant as well as provide assistance through our network on legal issues.

Ability to deliver packages of coordinated services tailored to individual needs, which includes services across investment management and financial planning, legal, taxation, business strategy, trusteeship, risk management and lifestyle management. As a client you receive unbiased advice, strategies, services and solutions.

Unieke Capital ensures that there is a better alignment of interest between financial advisors and the families by focusing on long term and thoughtful relationships. This means there is a team of experts and a dedicated advisor who is fully responsible for the family’s services at any given point in time.

Through the centralization and professionalization of asset management activities, the family is more likely to achieve higher returns and lower risk on their investments. This brings large savings in the future and better return on investment.

A client retainer model ensures the family avoids paying the layered expenses of individual advice providers and in turn benefit from lower costs. As advisors we seek to eliminate any excess charges paid by our clients and work in their best interest.

By ensuring better governance and management, we are able to help our clients deal with wealth transparently and avoid future conflicts. Thorough pre-emptive evaluation of systems and processes, we ensure better risk management.

Unieke Capital works with like-minded families and multiple partners across the financial landscape – the network gives rise to unique opportunities and integrated interactions, which are not always in the public domain.