HNI & UHNI families usually work with multiple advisors such as CAs, wealth managers, tax planners, investment advisors, and many more. However, there is a lack of coordination and communication between all of these individual entities. Thus very often, it falls onto an HNI to coordinate and peer through endless reports from various advisors. Our Panellists from the Global BFSI Committee Manpreet Singh, Deniz Misir, and Wendy Craft, help understand how a family office can take responsibility for this & how to take over the coordination and streamlining of the process, and ensure that all information is consolidated for reporting to the family.