Ideally suited for families with managed wealth upwards of $ 10 mn and above Client Associates Multi Family Office (MFO) Platform works as the Family CFO for such families helping them consolidate their family’s private wealth under a single window professional management umbrella. As a genuine multi-family office, we offer our clients the option to invest in our proprietary fund, CAAF, while also providing unbiased advice across a wide range of third-party investment opportunities. This approach allows us to tailor solutions that truly align with each family's unique objectives. Our open architecture philosophy, combined with the specialized expertise of our in-house fund management team, enables us to deliver a comprehensive and integrated wealth management experience that drives superior outcomes for the families we serve.

This is complemented by our independence to select the best-in-class asset managers and investment strategies as per the mandate of our private clients. Need for your Family Office assumes critical significance in a situation where multiple wealth advisors are managing sizeable private wealth for your family. Such circumstances create the need for a professional Family Office platform that would provide family centric holistic and non-conflicted advice, ongoing risk management, keep track of the consolidated reporting, administration of assets and tracking the value addition by each wealth manager.

As part of CA’s Family Office Platform, we offer extended support and services illustrated below.