KAVERI CAPITAL

Services

Enduring Strategies for Generational Prosperity

Kaveri Capital is devoted to crafting sophisticated, tailor-made solutions that protect, grow and purposefully direct your family’s wealth across generations. We understand that true prosperity is about securing your legacy, nurturing family unity and ensuring every decision aligns with what matters most to you.

Investment Management

We deliver comprehensive portfolio construction and oversight, grounded in independence and informed by your family’s objectives and risk profile. Our process includes:

  • Detailed due diligence and manager selection
  • Ongoing performance evaluation
  • Transparent, cost-effective fee structures

Your investments are managed with rigour and care, always with your goals at the centre.

Wealth Planning

Our team collaborates with your existing advisers to develop personalized structures for:

  • Tax efficiency
  • Estate planning
  • Liquidity management

We proactively adapt strategies as your circumstances, ambitions and market conditions evolve, ensuring your plans remain robust over time.

Succession & Governance

Continuity and harmony are paramount. We help you establish:

  • Clear governance frameworks
  • Thoughtful succession plans
  • Bespoke decision-making structures

This ensures a seamless transition of both assets and values, creating confidence for you and future generations.

Philanthropy & Impact

For families seeking to create a lasting legacy beyond financial returns, we provide:

  • Guidance in crafting giving strategies
  • Support for establishing charitable structures
  • Expertise in impact investing to align capital with your values

Your philanthropic initiatives are developed thoughtfully and strategically, always with you family’s vision and values at the centre.

Art Management

We offer specialised expertise in managing significant art collections, including:

  • Comprehensive inventory and valuation
  • Advisory on acquisitions and collection development
  • Organisation of bespoke art exhibitions to showcase collections and facilitate cultural engagement
  • Coordination of conservation, insurance and secure storage

We help your family both preserve and share its legacy through art, ensuring your collection continues to inspire for generations.

Administrative Support

We streamline the administration of your family’s affairs, providing:

  • Consolidated reporting across all assets
  • Day-to-day liaison with banks, advisers and providers
  • Simplified workflows for complex matters

This means you maintain control and clarity, with less administrative burden.

Concierge Service

We provide a discreet and highly responsive concierge service to support every aspect of your family’s lifestyle and personal needs. Our concierge team assists with:

  • Travel arrangements, private aviation and accommodations
  • Exclusive event access and reservations
  • Private education, relocation and settling-in services
  • Personal shopping, gifting and experience curation
  • Day-to-day requests and urgent solutions

Your family’s comfort and convenience are managed with the same care and attention as your financial affairs.