Investment Compliance

InCorp helps you in complying with family office investments

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Sectors
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Years of
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InCorp's expertise in investment compliance for family offices ensures long term prosperity

InCorp’s investment compliance services for family offices cover 12+ sectors, drawing from our 5+ years of experience, a team of 10+ experienced advisors, and over 150 client engagements. Our expertise encompasses accounting support, risk management for personal liability reduction, tax compliance, and assistance in forming family investment entities. We ensure regulatory obligations are met, providing operational support through outsourced accounting and financial planning. InCorp’s strategic approach guarantees effective coordination with fund managers, continuous investment monitoring, and assessment of the impact of evolving laws on portfolios.

Service Areas Within Investment Compliance

Wealth Transfer Strategy

Designing strategies that ensure a smooth and tax-efficient transfer of wealth to the next generation, preserving family assets.

Asset Protection and Preservation

Implementing strategies to protect and preserve family assets during the transition, safeguarding against potential risks.

Tax Optimization and Planning

Structuring the succession plan for optimal tax efficiency, reducing tax burdens for both the current and future generations.

Comprehensive Estate Planning

Integrating estate planning into the succession strategy, ensuring seamless transitions and minimizing potential disputes.

Conflict Resolution Strategies

Implementing strategies to mitigate potential conflicts among family members during the succession process.

Post-Succession Support

Providing ongoing support after the succession, guiding the family through the implementation of the plan.

InCorp Insights

Blog

What is the Place Of Effective Management (POEM) under the Income Tax Act?

India has experienced a significant outflow of funds in recent times coupled with a weakening currency. ... Read More

Blog

Note On One-Time Restructuring Of Loans

Real Estate is one of the major sectors which has been deeply impacted by the COVID-19 ... Read More

BlogGIFT City

Family Investment Fund in IFSC Gift City

Family investment fund (FIF) in the International Financial Service Centre (IFSC) would refer to self-managed fund ... Read More

FAQs

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