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BI-Outsource / Family Office
BI Family Office

Family office services for Indian-American families

Land, shares, property and family businesses back in India, looked after alongside your US wealth by chartered accountants in Kochi. 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

  1. Free first call. We understand the family, the businesses and what worries you most.
  2. Map everything. We list every member, entity and asset, and who legally owns what.
  3. Set up. Statements, documents and history go into one secure family portal.
  4. 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.

PlanForIncludesPer month
EssentialsUp to 5 entitiesQuarterly family wealth report, member tax returns, capital gains, document vault, portal access$1,000
Family OfficeUp to 15 entities, NRI membersMonthly report, books for holding companies, LLPs and trusts, GST, TDS and ROC, estate and succession plan, quarterly family meeting$3,000
Private Office15+ entities, UAE or Singapore assetsEverything above, a dedicated CA, family constitution, legacy and philanthropy, art, yacht and car management$6,000–10,000

Prices exclude applicable taxes. One-time setup from $2,000. 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 $1,000 a month for up to 5 entities. Larger families with assets in several countries pay $3,000 to $10,000 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. A video call at a time that suits the US, or a meeting at our Kochi office when you visit.

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).

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