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Services

Family Office Services

For Investable Assets 25Cr+

Our Family Office solutions are designed for families with complex portfolios seeking institutional-grade support and legacy-driven growth.

Strategic Wealth Structuring

Strategic Wealth Structuring


Asset consolidation across global classes Trust, LLP and AIF structuring Tax optimization across jurisdictions

Succession Planning

Estate & Succession Planning


Governance frameworks & Family constitutions, Will & Trust creation with reviews and Conflict-free generational transition

Global Investment Access

Global Investment Access


Direct access to international funds & ETFs Pre-IPO, VC and alternative asset deals Curated luxury asset exposure

Family CFO Services

Family CFO Services


Bill payments, Lifestyle budgeting Real-time wealth dashboards, Audit support & compliance review

Philanthropy

Philanthropy & Social Impact


Legacy-driven giving strategies CSR implementation and advisory NGO partnerships & trust structuring

Concierge Services

Concierge & Lifestyle Services


Travel, Retreat & Security management Private event access and Legacy mentoring Generational coaching & networking

Why Choose Brisk Family Office?

At Brisk Wealth Management, we take pride in offering end-to-end Family Office solutions that go far beyond investment management. We understand that every family is unique, with its own legacy, values and long-term aspirations. Our Family Office services are designed to simplify complexity, preserve multigenerational wealth and build structures that align with your vision.
From setting up the foundation of a family office to becoming a strategic partner in your financial journey, we serve as the financial steward for your family—integrating expertise across legal, tax, investment and succession planning.
We don’t just manage wealth. We safeguard legacies.

  • Strategic Wealth Structuring
  • Multi-Generational Estate & Succession Planning
  • Global Investment Access & Alternative Assets
  • Family CFO Services
  • Philanthropy & Social Impact Advisory
  • Concierge & Lifestyle Services
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