Nirji Ventures의 Family Office Advisory와 함께 측정 가능한 성과 달성
Operating-model design, 13O/13U coordination, direct-investing playbook, and next-generation onboarding — principal-led from Singapore. Advisory only.
“We did not need another product seller. We needed a partner who could design the operating model, run senior diligence on direct deals, and walk the next generation through their first cycle. Nirji did exactly that — and stayed independent.”
개요
Singapore-headquartered, principal-led advisory for SFOs and MFOs. We design the operating model, coordinate 13O/13U structuring with licensed counsel, build a direct-investing playbook, and onboard next-generation principals — advisory only, with no placement, success, or AUM-linked fees. Senior delivery led by ICAI-qualified Chartered Accountants with direct working knowledge of the Singapore-India corridor and Asia-Pacific allocation.
결과를 만들어내는 방법
Discovery & Principal Alignment (Weeks 1–2)
Liquidity profile, family governance, risk appetite, and allocation horizon mapped against the comparable SFO cohort. Output: a sharpened thesis the principal can defend across generations.
Structuring & Regulatory Pathway (Weeks 3–4)
13O vs. 13U suitability, substance requirements, and MAS engagement plan — coordinated with licensed Singapore legal and fund administration partners. Nirji designs; licensees execute.
Operating Model & Governance (Weeks 5–6)
Investment Committee charter, decision rights, sourcing taxonomy, diligence templates, and a quarterly governance cadence designed to survive principal handoffs.
Direct-Investing Playbook (Weeks 7–8)
Sector allocation map, sourcing partners (VC funds, GPs, founders), diligence pipeline, IC pack template, and post-investment monitoring KPIs.
Embedded Oversight (Quarterly retainer)
IC support, senior-led diligence on selected direct deals, India corridor execution, and on-call advisory as the SFO scales.
왜 Nirji인가
- Principal-led delivery — every engagement chaired by an ICAI-qualified senior partner, no junior handoff
- Independent — no product distribution, no AUM-linked fees, no economics tied to deals the family makes
- Singapore-anchored with India corridor depth integrated rather than referred
- Operating model designed to survive principal handoffs and next-gen succession
대상 고객
- First-generation principals setting up a Singapore SFO post-liquidity event
- Established SFOs shifting from passive funds to direct investing
- Next-generation principals taking over allocation authority
- Multi-family offices and outsourced CIOs needing a Singapore-anchored corridor partner
- Founders monetising and evaluating whether an SFO is the right vehicle
Why Asia's Principals Choose Singapore for Family Office Advisory
Singapore now hosts more than 2,000 single family offices, anchored by the Monetary Authority of Singapore's 13O and 13U schemes, a deep professional services bench, common-law stability, and physical proximity to India and Southeast Asia deal flow. The opportunity is structural — but the operating model that supports it is rarely off-the-shelf.
Nirji's family office advisory practice is built for principals who want a Singapore-anchored operating model designed around their thesis, not around a product shelf. We design the SFO operating model, coordinate 13O/13U structuring with licensed Singapore counsel and MAS-aware fund administrators, build a direct-investing playbook (sourcing, diligence, IC, monitoring), and onboard next-generation principals into allocation discipline.
Our partners are Chartered Accountants (ICAI, India) operating from Singapore, with direct working knowledge of cross-border allocation across Singapore, India, and the wider Asia-Pacific corridor. For families running Singapore HQ capital with India operating exposure, this combination eliminates the seam between SFO governance and FEMA / RBI / DTAA execution.
This work pairs naturally with our india corridor advisory for direct allocation into Indian operating companies, our financial due diligence for senior-led diligence on direct deals, and our cross-border fundraising advisory when the family office is sponsoring or co-leading a structured raise. For the public landscape view, see our Asia Family Office Investment Trends 2026 report.
자주 묻는 질문
What is the exact scope of Nirji's family office advisory engagement?
Scoped, written advisory only. In-scope: Singapore SFO operating-model design; 13O vs 13U suitability analysis and a written memo; investment-policy and IC charter drafting; sourcing, diligence, and IC-pack templates; Asia allocation map; cross-border tax and FEMA / RBI / ODI / FDI mapping; treaty and repatriation design; senior-led commercial diligence on direct opportunities the family chooses to pursue; and next-generation principal onboarding. Out-of-scope: discretionary portfolio management, fund manager appointment, MAS submissions, legal opinions, audit, securities placement, custody, lending, and product distribution — all performed by appropriately licensed third parties under the family's own engagement letters.
Are you a licensed fund manager, broker-dealer, or financial adviser?
No. Nirji Ventures is an advisory firm. We are not licensed by MAS under the Securities and Futures Act or the Financial Advisers Act, are not a registered fund manager or broker-dealer in any jurisdiction, do not manage discretionary mandates, and do not introduce, place, market, or distribute securities or fund interests. Where licensed activity is required, we coordinate the appropriate licensed third party.
How does Nirji charge — any placement, success, or AUM-linked fees?
No. Two formats, disclosed in writing before any work begins: a fixed-fee Strategic Sprint (typically USD $60K–$120K for an 8-week engagement) and an Embedded SFO Advisor quarterly retainer (typically USD $25K–$60K per quarter for a 12-month-plus term). We do not charge placement fees, success fees, retainers contingent on a closing, AUM-linked fees, trail commissions, product economics, referral fees from GPs or banks, or any compensation tied to whether or what the family invests in.
13O vs 13U — how do you decide which scheme fits a Singapore SFO?
We run a written suitability memo against six factors: AUM at application, investor base (family-only vs anticipated third-party capital), Singapore-based hiring plan, qualifying local business spend capacity, investment-scope ambition (liquid vs heavy direct investing), and time-to-launch. 13O is the typical entry point for SFOs around SGD $20M+; 13U requires SGD $50M committed at application and is preferred where third-party capital, broader investor eligibility, or heavier direct investing is anticipated. Final selection is always confirmed with licensed Singapore counsel against current MAS guidance.
What are the AUM and substance thresholds at application?
13O has historically been used by SFOs starting around SGD $20M and typically requires at least one Singapore-based investment professional with a baseline of qualifying local business spend (commonly cited around SGD $200K/year). 13U requires SGD $50M committed at application, at least two Singapore-based investment professionals (one non-family), and a higher local business spend tier (commonly cited from SGD $500K/year, scaling with AUM band). Conditions are set by MAS and have been revised periodically — we always confirm current criteria with licensed counsel.
Can a family office invest into Indian companies directly from Singapore?
Yes — Singapore-to-India is one of the most well-trodden cross-border corridors in Asia. Direct investments into Indian operating companies route through FEMA, with the 2017 protocol of the Singapore–India DTAA changing the capital-gains treatment that applied pre-2017. We design the corridor — vehicle selection, FEMA pathway, withholding optimisation, and repatriation — through our [India Corridor Advisory](/services/india-corridor-advisory) practice, integrated with the SFO's overall allocation framework. Filings, opinions, and tax submissions are handled by appropriately licensed counterparts.
How do you support next-generation principals taking over allocation?
Structured onboarding — sector deep-dives, IC shadowing, senior-allocator reading list, supervised diligence on a real opportunity, and a 12-month calendar that paces decisions against learning. The goal is a next-gen principal who can chair an IC with confidence and challenge a GP credibly. Onboarding is included in the Embedded retainer and is never priced as a percentage of family wealth.
Do you take any economics from GPs, banks, or fund managers we work with?
No. We do not accept referral fees, retrocessions, rebates, kickbacks, or any economic interest from third-party GPs, banks, fund administrators, lawyers, or product issuers the family engages on our recommendation. If we surface a counterparty, the family contracts and pays them directly. We disclose any pre-existing professional relationship before recommending a counterparty, and the family is free to source equivalents independently.
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