Family Offices
Preserving Wealth,
Building a Legacy
We understand that managing family wealth is a sensitive affair; it’s about preserving a legacy, maintaining consensus and ensuring seamless transition for future generations.
Our client-first approach, rooted in integrity, transparency, and decades of expertise positions us as your trusted partner. We help you develop an institutional approach to safeguarding your family’s financial future. We are aware it’s a fiduciary responsibility that demands discreteness and therefore our bankers work closely with you to ensure we are always aligned – in summary, acting as your personal CFOs.
With PL, You Are Ensured
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Customised solutions across fixed income, public and private equity, structured solutions
Customised solutions across fixed income, public and private equity, structured solutions
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Expert guidance from
seasoned professionalsExpert guidance from
seasoned professionals -
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Proactive Management
Proactive
Management -
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Access to exclusive
opportunitiesAccess to exclusive
opportunities -
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Single point of contact
Single point of
contact
Our Solutions
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We provide expert guidance across classes. Our seasoned team of experts ensure personalised advisory and access to exclusive, top-tier,...
We provide expert guidance across classes. Our seasoned team of experts ensure personalised advisory and access to exclusive, top-tier, investment opportunities that have passed our rigorous selection process. We ensure that we only bring you the best in terms of long-term performance that matches your priorities and meet the Investor Policy objectives.
We provide expert guidance across classes. Our seasoned team of experts ensure personalised advisory and access to exclusive, top-tier, investment opportunities that have passed our rigorous selection process. We ensure that we only bring you the best in terms of long-term performance that matches your priorities and meet the Investor Policy objectives.
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For specific solutions that you may need, across fixed income, capital protection , asset protection, international investing or new...
For specific solutions that you may need, across fixed income, capital protection , asset protection, international investing or new age investments, we go out of our way to craft special solutions for you using our wide network of industry partnerships. These solutions are screened for their suitability and only after they pass our filters, we come to you with a comprehensive plan to assist you in meeting your stated objectives.
For specific solutions that you may need, across fixed income, capital protection , asset protection, international investing or new age investments, we go out of our way to craft special solutions for you using our wide network of industry partnerships. These solutions are screened for their suitability and only after they pass our filters, we come to you with a comprehensive plan to assist you in meeting your stated objectives.
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- Investment Banking
- Corporate Restructuring
- Tax,Legal and Regulatory Advisory
- Lending Solutions
- Investment Banking
- Corporate Restructuring
- Tax,Legal and Regulatory Advisory
- Lending Solutions
- Investment Banking
- Corporate Restructuring
- Tax,Legal and Regulatory Advisory
- Lending Solutions
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We preserve and manage your estate with comprehensive planning services that include creating wills, setting up of trusts, protecting...
We preserve and manage your estate with comprehensive planning services that include creating wills, setting up of trusts, protecting assets, and structuring your financial and non-financial assets in an effective and legal manner. Our holistic approach ensures smooth functioning in the present and efficient transfer to the next generation.
We preserve and manage your estate with comprehensive planning services that include creating wills, setting up of trusts, protecting assets, and structuring your financial and non-financial assets in an effective and legal manner. Our holistic approach ensures smooth functioning in the present and efficient transfer to the next generation.
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We ensure a seamless transition of wealth and leadership with our succession planning services –preserving your family’s legacy while...
We ensure a seamless transition of wealth and leadership with our succession planning services –preserving your family’s legacy while aligning with your vision for the future.
We ensure a seamless transition of wealth and leadership with our succession planning services –preserving your family’s legacy while aligning with your vision for the future.
Know MoreWhy Choose PL
PEDIGREE AND
INTEGRITY
With over 80 years’ experience, PL is a name synonymous with trust and excellence. Our unwavering commitment to integrity ensures that your family’s wealth is managed with the utmost care and ethical standards.
CLIENT-FIRST
APPROACH
Your family’s aspirations are at the core of our services. We meticulously design bespoke solutions that align with your family’s goals, values, and long-term vision, providing peace of mind and a clear path forward.
COMPREHENSIVE
SOLUTIONS
We offer a full suite of tailored services, including investment management, estate planning, and succession planning.
UNMATCHED EXPERTISE IN INVESTMENT MANAGEMENT
We assist in sustained growth in your financial portfolio with unmatched investment and fund management experience.
RIGOROUS RISK
MANAGEMENT
We prioritise the protection of your wealth through meticulous risk management strategies and proactive measures.
OPEN ARCHITECTURE
We manufacture some of the best solutions but those may not be appropriate always. Hence we constantly scan the environment to bring you the best products and services available out there so you always have a choice from the select best.
FAQs on Family Office
We maintain strict adherence to regulations and industry best practices to ensure the confidentiality and security of your family’s wealth. Our processes are designed to protect your assets and personal information at every stage of our relationship.
With PL, you benefit from customised solutions, expert guidance from seasoned professionals, proactive management, access to exclusive opportunities, and a single point of contact for all your needs.
In addition to investment and wealth management, we offer investment banking, corporate restructuring, tax, legal, and regulatory advisory, and lending solutions. We also help set up family offices, trusts, and in succession planning.
We take a highly personalised approach, understanding that each family office has unique needs. Our services are designed to align with your family’s values, goals, and long-term vision, ensuring a bespoke solution that preserves and enhances your wealth across generations.
