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Family Offices

At Merisis Wealth, we specialize in providing tailored wealth management solutions for family offices, focusing on preserving and growing multi-generational wealth. We bring deep expertise from across our group in structuring complex investments, managing transitions, and unlocking exclusive opportunities in private equity, real estate, unlisted and alternative assets.

We partner closely with you to align your financial strategy with your family's unique goals, offering the highest level of personalized service and long-term planning. Our aim is to be a trusted advisor in safeguarding your legacy for generations to come.

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Personalized Services for Family Offices

At Merisis Wealth, we understand that every family is unique. Accordingly, we design our solutions and services to best match your situation - be it a liquidity event arising suddenly, or complexity arising out of business expansion and estate planning. We go beyond the conventional services and work as a trusted advisor for families, single family offices and multi family offices. We assist you in trust and estate planning, governance & philanthrophy, offshoring and reverse flipping and provide you with the best of  opportunities in startups, Pre-IPO,  private equity, real estate, and alternative assets. Our focus is on aligning financial goals with your family’s values, preserving wealth, and securing a lasting legacy for generations to come.

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Investment Solutions For Your Needs

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Product Categories

  • Mutual Fund
  • PMS (Debt/Equity)
  • AIF (Cat 1 / 2 / 3)
  • Structured Products
  • Insurance (Life / Health / General)

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Services

  • Philanthropy and Trusts
  • Treasury Management Services

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Unique Value-Added Services

  • Cat 1 AIF (Angel Fund)
  • Curated PMS (Debt and Equity)
  • Unlisted Equity (Primary Startups, Secondaries)
  • Private credit

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Product Categories

  • Mutual Fund
  • PMS (Debt/Equity)
  • AIF (Cat 1 / 2 / 3)
  • Structured Products
  • Insurance (Life / Health / General)
  • P2P Lending

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Services

  • Philanthropy and Trusts
  • Treasury Management Services

Background Overlay-1

Unique Value-Added Services

  • Cat 1 AIF (Angel Fund)
  • Curated PMS (Debt and Equity)
  • Unlisted Equity (Primary Startups, Secondaries)
  • Private credit

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In-Depth

Beginning with a thorough assessment of your current financial status, we employ a personalized strategy that integrates investment planning, risk management, and tax optimization. Our approach ensures a dynamic and adaptive framework to secure and grow your wealth effectively

 
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Collaborative

We prioritize open communication and teamwork. By understanding your aspirations and concerns, we co-create a tailored financial plan. Regular consultations and joint decision-making empower you to actively shape your financial future. Together, we navigate the complexities of wealth management with transparency and shared expertise.

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Goal Focused

Our goal-focused wealth management process centers on crystallizing your aspirations. We meticulously analyze your objectives, devising a strategic plan that prioritizes wealth accumulation, risk mitigation, and financial milestones. With a clear focus on your goals, we navigate the financial landscape, ensuring your wealth journey is purposeful and results-driven.

Book a call with an expert and get a free consultation today!

Other Services

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