Client Associates

Client Associates describes itself as an India based multi family office and private wealth management firm serving ultra high net worth individuals and families. The firm states that its services span family office administration, private wealth management, estate planning, real estate advisory, investment banking, lending, insurance, and immigration support.[Firm website]

According to the firm, Client Associates was founded in 2002 and uses proprietary quantitative asset allocation models across equities, fixed income, alternative investment funds, and real estate. The firm has published commentary on topics including family governance structures and the psychology of spending, positioning itself as an advisory minded rather than purely capital deploying practice.[Firm website]