Some of the trends Mehta Ventures, the family office in India, identified included more family offices looking for direct investments across various sectors.
Money and family have always been a potent combination, but new challenges, from cybersecurity to market volatility, are complicating the mix. It’s never been so important to have the right experts on your side.
One would be forgiven for expecting that smaller bets would be easier than larger ones for major institutional investors, because after all, there's not much capital at risk.
The $650 million firm was founded in 2007 by Juan Rius, who will continue as its president, and specializes in advising high net worth families.
It delivers a wide range of services including objective financial counsel, trusteeship, lifestyle management, tax and estate planning, risk management, coordination of professionals, investment advice, and foundation management.