Asset Vantage Systems Private Limited : Email: info@assetvantage
Only a few years ago, there was much hoopla in the global media around the term ‘big data’. Many people were led to believe that it had become possible to easily access and utilize massive amounts of data, resolving major challenges facing businesses and other institutions. Discover seamless portfolio and risk management for your family […]
Cash is the lifeblood of a business and the ‘asset’ we fall back on in times of financial difficulty. Much like a round of chess, it is cash, the king, that keeps the game going. Every move impacts the endgame, smart investments are about strategic decisions that maximize your returns from investments—each choice bringing you […]
The transfer of wealth from one generation to another is an inevitable and a big moment for a family office. However, it is also a sensitive and complicated exercise, which needs careful planning. Inter-generational wealth transfer poses several challenges such as: Differing Values and Goals: The next generation’s values and goals, in terms […]
Mutual funds are an important component of family office investment holdings. Managed by experts and offering economies of scale in investing in various securities, mutual funds help to achieve portfolio diversification with specific strategies. However, principals and their financial advisors often overlook the importance of look-through analysis and understanding true diversification or concentration risk. For […]
Managing family office assets involves not just growing and maintaining their value, but also ensuring their seamless transfer across generations. The event of wealth transfer or generational transfers, however, is often complicated, and requires the principals and their advisors to navigate potentially high tax liabilities, legal considerations, and family expectations. It is thus crucial to […]
Family Offices today are significantly complex. They invest in multiple asset classes — liquid as well as illiquid — have multiple custodians and banks accounts, and manage their holdings through intricate entity structures. To effectively manage this complexity, it is imperative to have a single source of truth for strategic investment allocation, tax planning, and […]
Portfolio management for family offices has become more complex than ever before. Investments are spread across geographies, asset classes range from stocks and bonds to private equity and works of art, valuation metrics can be varied, and there are increasing regulatory requirements for accounting and reporting. Family offices today indeed function like institutional investors, with […]
[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text]Family offices handle a wide range of activities, such as overseeing financial strategies and estate management, to grow and maintain the wealth of ultra high net worth families. Such a crucial role requires accuracy and efficiency. Modern family offices needs modern financial data management software. However, the amount […]
Family offices are at the forefront of managing high-net-worth individuals’ assets, expertly navigating the complexity of their investments, estate planning, and philanthropy. Theirs is a crucial role that involves handling and storing sensitive information. However, many family office continue to use traditional tools such as spreadsheets, exposing themselves to financial, reputational, data security breach and […]
The world of finance can be complex, filled with jargon and intricate investment vehicles. Two often-mentioned terms, hedge funds and private equity, can be particularly confusing for those unfamiliar with their inner workings. This blog aims to demystify these investment options, providing a beginner’s guide to understanding hedge funds and private equity. What are Hedge […]
