BI Family Office

Family office services for Kerala's business and NRI families

Q: What is a family office?

A family office is a team that looks after everything a wealthy family owns: investments, companies, property, tax, legal structures and the plan for passing it on. BI Family Office does this for a fixed monthly fee, led by chartered accountants.

Everything your family owns, from shares and land to yachts and art, looked after by one CA-led team in Kochi, Dubai and Singapore. Tap a branch to see how.

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Listed shares

Every demat account, every broker, one view.

Holdings across family members and companies
Capital gains, dividends and tax
Performance against the market, every quarter

For families who have built something worth keeping

Preserve it. Grow it. Pass it on.

Wealth built over a lifetime sits in many places: companies, land, shares, gold, homes in two countries. BI Family Office brings it together, keeps it in order, and makes sure it reaches the next generation intact.

Preserve

Every asset recorded, insured, filed and owned in the right name. Nothing lost to a missed renewal, notice or nomination.

Grow

One clear monthly view of the family's wealth, so decisions are made with every number in front of you.

Pass on

Wills, trusts, a family constitution and a succession plan, so the next generation inherits order, not disputes.

Why families trust us

Chartered accountants, not salesmen

Since 1987Backed by A. George & Associates, Chartered Accountants, Kochi

3 officesKochi, Dubai and Singapore, for families in India and the Gulf

ZeroCommissions on any product. Our only income is your fee.

ISO 27001Certified information security for your family's data

What we look after

Every asset your family owns

Listed sharesEvery demat account, every broker, one view.

Holdings across family members and companies
Capital gains, dividends and tax
Performance against the market, every quarter

Mutual fundsAll folios consolidated, nothing forgotten.

CAMS and KFintech statements combined
Nominations and KYC kept current
Tax on redemptions planned

LandEvery plot, its title and its tax, on record.

Title deeds, survey and tax receipts in the vault
Who owns it: person, company or trust
Sale or gift plan with capital gains worked out

Homes and buildingsRent, records and renewals handled.

Rent collection, TDS and GST on rent
Property tax and insurance renewals
Transfer plan in the family will

Family businessThe business that built the wealth, kept healthy.

Books, MIS and Virtual CFO support
Shareholding and succession plan
Holding company and LLP compliance

Gold and jewelleryPhysical gold, bonds and lockers tracked.

Register with weight, purity and valuation
Sovereign gold bonds and ETFs
Locker and insurance records

Art and collectiblesKnow what you own and what it is worth.

Register with provenance and photos
Valuation, insurance and storage
Transfer on succession

YachtsOwnership, crew and running costs handled.

Owning entity, registration and flag
Crew payroll, berthing and insurance
Dubai and Singapore support for foreign-flagged boats

CarsEvery vehicle registered, insured and accounted for.

Personal or company ownership
Insurance, registration and loan renewals
Running costs, depreciation and tax

Bonds and depositsMaturities and interest never missed.

FDs, bonds and NCDs in one ladder
Maturity reminders and reinvestment notes
TDS and interest income reported

Foreign assetsOverseas homes, accounts and companies, reported right.

UAE and Singapore entities
Schedule FA and LRS reporting
NRI members tax and repatriation

What we do

Every branch, looked after

What is a family office? A team that manages a family's wealth, companies, tax, legal structures and succession as one whole. BI Family Office is that team, led by chartered accountants in Kochi, with offices in Dubai and Singapore.

Wealth reportingSee everything your family owns in one report.

Net worth by member, company and asset type
Shares, funds, FDs, property, gold and foreign assets
Monthly or quarterly family report and secure portal

Tax and complianceEvery return and filing for every member and entity, on time.

Income tax and advance tax for each member
Capital gains, NRI TDS and refunds
GST, TDS and ROC for family companies, LLPs and trusts

Estate planningMake sure every asset reaches the right person, with the least tax and dispute.

Map each asset to its legal owner
Wills, nominations, private trusts, HUF and gifts
Work with your lawyer on drafting and registration

Succession planningDecide who runs and who owns the family business next.

Ownership and management transfer plan
Buy-sell terms between family branches
Board and shareholder documents

Legacy planningKeep the family together and its values alive.

Family charter and values
Philanthropy through a trust or Section 8 company
Next-generation education on money and the business

Family governanceClear rules for how the family decides.

Family constitution
Family council and quarterly meetings
Investment committee minutes

Art and collectiblesKnow what you own, what it is worth and where it is.

Register with provenance and photos
Valuation, insurance and storage records
Transfer plan on succession

YachtsOwnership, crew and costs handled.

Owning entity, registration and flag
Crew payroll, berthing and insurance
Running-cost budget; Dubai and Singapore support

Cars and luxury assetsEvery vehicle and valuable tracked and renewed.

Personal or company ownership
Registration, insurance and loan renewals
Running costs, depreciation and tax treatment

Real estateAll family property, rent and records in one place.

Title documents and tax records
Rent collection and TDS
Sale planning and capital gains

NRI and cross-borderFor family members abroad and overseas assets.

NRI tax and repatriation
UAE and Singapore entities
Cross-border succession and reporting

How it works

Free first call. We understand the family, the businesses and what worries you most.
Map everything. We list every member, entity and asset, and who legally owns what.
Set up. Statements, documents and history go into one secure family portal.
Every month. You get one family report; we file, renew, plan and meet you every quarter.

Simple, fixed fees

Pricing

A fixed monthly fee. We take no commissions on any product.

Plan	For	Includes	Per month
Essentials	Up to 5 entities	Quarterly family wealth report, member tax returns, capital gains, document vault, portal access	₹50,000
Family Office	Up to 15 entities, NRI members	Monthly report, books for holding companies, LLPs and trusts, GST, TDS and ROC, estate and succession plan, quarterly family meeting	₹1.5 lakh
Private Office	15+ entities, UAE or Singapore assets	Everything above, a dedicated CA, family constitution, legacy and philanthropy, art, yacht and car management	₹3–5 lakh

Prices exclude GST. One-time setup from ₹1 lakh. Investment advice is given only through a SEBI-registered adviser.

Private by design

Your family's affairs stay in the family

One trusted teamA dedicated CA who knows your family, not a call centre.

You decide who sees whatEach member and adviser sees only what you allow.

Data stays in IndiaTwo-factor login, encryption and access logs.

Signed confidentialityEvery person on your account is under a written NDA.

Answers

Questions families ask

What is a family office?

A team that looks after everything a wealthy family owns: investments, companies, property, tax, legal structures and the plan for passing it on. We do this for a fixed monthly fee, led by chartered accountants.

How much does a family office cost?

From ₹50,000 a month for up to 5 entities. Larger families with NRI members or overseas assets pay ₹1.5 lakh to ₹5 lakh a month, plus a one-time setup fee.

Do you sell investment products?

No. We earn no commissions. We report, plan and handle tax and compliance. Investment advice is given only through a SEBI-registered adviser.

Do you work with NRI families?

Yes. We work with NRI families from Kerala living in the Gulf and Singapore, with our own offices in Dubai and Singapore.

Is our data safe?

Your data stays in India, behind two-factor login and encryption. BI-Outsource is ISO 27001 certified, and only the people you approve can see each part.

A private conversation about your family's future

Free, confidential and without obligation. At our Kochi office, at your home, or on a call from Dubai or Singapore.

Book a free call WhatsApp +91 97449 22222

AGA Towers, Major Road, Vytilla, Kochi, Kerala, 682019 · cfo@bioutsource.com

Last reviewed November 2026 by Karun Reji, Chartered Accountant (India).