About Us

 Our Story, Your Growth

Empowering Business Growth | Strategic CFO Services | Financial Advisory for SMEs & Startups

Tapanshi Family Office is a premier multi-family office and financial advisory firm empowering business families, SMEs, and startups with tailored CFO services and wealth management solutions. Since 2011, we’ve been helping ambitious enterprises and high-net-worth individuals (HNWIs) navigate complexity, drive performance, and build legacy.

Our proprietary 3Bs modelBusiness, Balance Sheet, and Banking—forms the foundation of every solution we deliver. Whether you’re a founder scaling operations, an SME preparing for IPO, or a family enterprise planning succession, Tapanshi brings the financial clarity, governance, and growth strategy you need.

With a strong presence in India and the UAE, we go beyond traditional consulting—we become your long-term financial ally.

Milestones & Presence :

16+

Experience

Turn Wealth into Wisdom Protect Your Family Legacy Free Your Bandwidth Empower Your Business Growth Strategic Guidance, Trusted Results Secure Your Financial Future
Turn Wealth into Wisdom Protect Your Family Legacy Free Your Bandwidth Empower Your Business Growth Strategic Guidance, Trusted Results Secure Your Financial Future
Our Services

The Services We Provide for Our Customers

Who Works at a Family Office?

A family office brings together trusted experts—from tax advisors to wealth managers—who work collaboratively to protect, grow, and manage the family’s wealth across generations.

Tax Advisors

Offer expert strategies to minimize tax burdens and maximize savings, often protecting millions in wealth.

Investment Managers

Manage and grow family fortunes through diversified investment opportunities and customized financial plans.

Lawyers

Provide critical legal counsel across real estate, investments, trusts, estates, and complex family matters.

Wealth Managers

Focus on long-term financial security by designing tailored strategies for wealth preservation and growth.

Our Journey in Numbers

Cities Served
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Expanding our trusted services across India and the UAE.
Clients Empowered
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Helping businesses and families achieve sustainable growth.
Years of Expertise
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Delivering trusted financial and advisory solutions.
Countries Presence
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Building a global footprint with a local understanding.
Our Services

What Our Clients Say

Book a Consultation with Our Experienced Advisors

Unlock personalized strategies and expert guidance for your financial future. Connect with our trusted advisors and take the first step toward lasting success.

Frequently Asked Questions

Find quick answers to common questions about our services, process, and fees — so you can move forward with clarity and confidence.

Our Knowledge Partner

Legal Advisory Real Estate Advisory Insurance Advisor Global Tax Strategy Mentorship Business Consulting
Legal Advisory Real Estate Advisory Insurance Advisor Global Tax Strategy Mentorship Business Consulting

Our latest news & Blog

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