Family businesses today face range of unique challenges, whether it is managing business transition, governance, managing wealth or developing strategy for growth. Family business are expected to be as professional as any other corporate firm. Today family businesses are ambitious, to achieve their ambition they need same management and system as required by any other professional managed Company. We at Katariya understand dynamics of closely held family businesses, how unique and different a family owned business is from a publicly held company.

Whatever the end goal – an IPO, expansion into new markets, succession to a family member, or sale – integrated tax planning is critical. Katariya Consultancy India LLP help private companies, their owners, and individuals to plan and execute effective business and tax strategies – altering course when needed to respond appropriately to potential tax consequences of new legislation and evolving market conditions.

Our services offerings are

Strategic Planning

We help you turn your mission and vision in to reality. Understanding the changing business landscape and determining strategy for your organization, at the same time ensuring, strategy is aligned with family values and management culture.

Wealth Management

Protecting personal wealth and managing it for further growth is today of prime concern for family business owner. We provide you with right advice to manage your wealth. Here are few services by which we can help you.

• Estate Planning
• Tax Planning
• Investment Advisory
• Risk Advisory

Family Office Services

Families often consider establishing a family office to manage their many investment, reporting, philanthropic, and financial planning responsibilities. Properly structuring and staffing a family office requires an analysis of tax and governance considerations, as well as a deep understanding of the family’s short and long range business and professional goals and objectives. Our professionals can assist with family office design and set-up, family education and communications, charitable planning and private foundations, and structuring business investments.