We Work with:

Multi-generational family offices


First-generation wealth creators building legacy structures


Families navigating succession and cross-border complexities


Our Pillars of Support

Stewardship Across Generations

Family Governance for Generational Harmony

  • Establishment of Family Councils to encourage open communication
  • Drafting of Family Constitutions that align vision, values, and strategy
  • Conflict resolution frameworks for sustaining harmony

Philanthropy Structured for Generations

  • Designing long-term strategies
  • Structuring family foundations and charitable trusts
  • Building impact investment portfolios aligned with values

Integrated Support for Family Offices

  • Setup of single or virtual family offices
  • Consolidated financial reporting and performance oversight
  • Administrative, compliance, and governance support

Optimizing Wealth Across Borders

  • Residency and citizenship planning
  • Cross-border estate and tax structuring
  • Multi-jurisdictional trust and entity setup

Security and Succession Solutions

  • Insurance and asset protection strategies
  • Portfolio risk oversight and compliance
  • Crisis planning and succession safeguards

Investment & Capital Advisory

Alternative Investments

  • Access to private credit, real estate, and venture deals
  • Proprietary off-market opportunities
  • Risk-adjusted portfolio construction

Direct & Co-Investment

  • Exclusive co-investment opportunities with strategic partners
  • Direct participation in high-growth companies
  • Confidential and structured facilitation

Build governance, preserve wealth, and unlock global opportunities.

Start a conversation with us

© 2025 Incred Wealth | All Rights Reserved | Designed by: Catalyst Media Integrated LLP

Download the InCred Wealth App

In case of any query pertaining to transfer of business, please get in touch with your Relationship Manager, or write to us at
client.services@incredwealth.com.

Privacy Preference Center