Family Offices

Family offices are entrusted with far more than wealth management—they safeguard legacy, enable generational continuity, and balance investments, philanthropy, and governance with discretion and trust. Yet, they operate in an environment marked by regulatory scrutiny, cyber threats, reputational challenges, and succession complexities. Beyond RisX supports family offices in strengthening compliance with RBI, SEBI, FEMA, and international regulations while ensuring portfolios are aligned with the family’s long-term objectives through robust investment and risk oversight.

We also review and refine governance structures, decision-making protocols, and advisory council effectiveness to ensure accountability and clarity between family members and professional managers. Our approach extends to succession and continuity planning, helping families design frameworks for smooth leadership transitions and intergenerational wealth transfer. By embedding strong cybersecurity safeguards, strengthening board oversight, and conducting holistic risk assessments, we enable family offices to protect both tangible and intangible assets—ensuring resilience, harmony, and continuity across generations.