
FAMILY OFFICE READINESS DASHBOARD
₹73000.00
A structured diagnostic readiness engagement for business families, UHNI promoters, and family offices to assess wealth architecture, governance preparedness, and inter-generational continuity.
This is not investment advice. It is a readiness and risk-mapping framework designed to support informed capital decisions.
WHO THIS IS FOR
Promoter families with operating businesses
UHNI families with multi-asset exposure
First-generation wealth creators planning succession
Families transitioning from informal wealth handling to institutional discipline
WHAT THE DASHBOARD COVERS
(Real risk mapping — not questionnaire-based)
1. Wealth Architecture Mapping
Operating business vs personal wealth separation
Asset spread across equity, debt, real assets, alternates
Liquidity vs concentration analysis
Cross-holding and dependency flags
2. Risk Reality Assessment
Market risk exposure (explicit + hidden)
Business risk vs family risk overlap
Legal, regulatory, and structural vulnerabilities
Black swan & continuity risk indicators
📌 No risk scores. No templates. Real-world exposure mapping.
3. Succession & Continuity Readiness
Ownership vs control clarity
Role definition across generations
Decision-making protocols
Emergency succession preparedness (unexpected events)
4. Governance & Documentation Hygiene
Will / trust presence (no drafting, only readiness check)
Nomination & holding structure review
Power of attorney and contingencies
Recordkeeping gaps & risk flags
5. Capital Allocation Readiness
Suitability screening for PMS / AIF access
Capital discipline filters (drawdowns, volatility tolerance)
Institutional engagement readiness (without product pushing)
ENGAGEMENT DETAILS
Duration: 90 minutes (single or multi-session)
Format: Confidential consultation (Virtual / In-person)
Conducted by: RuppeeCoin Capital Allocation Office
Output:
Family Office Readiness Snapshot
Risk flag summary
Governance & continuity checklist
📌 No investment recommendations. No execution. No product selling.
PROFESSIONAL FEES
₹73,000 + GST
