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Family Office

Though the Family Offices concept seems new, it can be traced to as early as the sixth century, and experts on the financial matters involved managing wealth for princely families and Royals.

We, at Shrey Wealth also understand that ultra-high net worth clients have different expectations and requirements. We are committed to providing solutions in managing the financial and investment side of an affluent individual or family. Our offerings at Shrey Wealth include investment management, tax and estate planning, orderly succession for family-owned businesses, and charitable giving.

Several wealthy families incurred substantial losses on their investment portfolios that were being managed by banks and larger financial institutions in a scattered manner instead of being managed under one roof in a structured way with personalized solutions.