Multi-Family Office
Institutional governance frameworks for privately held capital. We structure wealth architecture aligned with succession, regulatory compliance and inter-generational continuity
About Multi-Family Office
Governed Private Capital Architecture
We design governance frameworks, family constitutions and trust structures that institutionalise entrepreneurial wealth. Advisory integrates succession planning, capital allocation protocols, estate modelling and cross-border regulatory alignment. Investment oversight is structured through formal charters, risk articulation and reporting dashboards, ensuring disciplined capital stewardship rather than product intermediation.
M&A 360° Excellence
- Family constitutions and governance council structuring
- Domestic and offshore trust design with tax alignment
- Investment charters and risk governance architecture
- Cross-border regulatory and estate exposure modelling
Our speciality
Need for an integrated multi-family office framework
Family Governance Architecture
- We formalise constitutions, decision protocols and succession roadmaps with defined accountability standards.
Trust & Estate Structuring
- We design domestic and offshore trust frameworks aligned with tax efficiency and regulatory sustainability.
Investment Oversight Frameworks
- We institutionalise charters, risk appetite articulation and reporting systems supporting disciplined allocation.
Cross-Disciplinary Coordination
- We align tax, legal and financial structures to ensure compliance, continuity and confidentiality.
Our proud moments
We strive to be the best
Advised India’s largest M&A transactions in the Pharmaceuticals sector
Advised on India’s first Phase II investigation before the Competition Commission of India
Advised India's largest Japan outbound and inbound-exit
M&A mid-market Accounting Firm of the year 2023
40+ Years
of holistic partner experience
350+ Engagements
Third-party M&A transactions
100+ Engagements
Cross-border M&A transactions
250+ Transactions
Independent M&A valuation engagement
100+ Transactions
Third-party in(out) licensing & JV M&A transactions
Our Work
We work across
industries
Finance
Sports
Media & Entertainment
Pharma M&A
PharM&A blends M&A expertise with pharma domain knowledge for holistic solutions. Bathiya's decades advising landmark pharma/healthcare deals built this niche.
Insights
We strive to deliver value
Core team
Meet our leaders
Transaction head
Anand Bathiya
FCA | RV | DISA | LL.B. | B.Com
M&A head
Kedar Kingi
MBA in Finance