The Alliances
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THE GLOBAL FAMILY OFFICE ALLIANCE
Partnership Models

Track A (Advisory Fee)
You charge for Cross-Border Structuring and FEMA Compliance. We provide the technical know-how.

Track B (Strategic Referral)
Your non-attest consulting entity signs a Referral Agreement & Earn the commission on deals closed
Activation Toolkit:
- The 'Lazy Equity' Audit
- Education Funding Structure
Compliance: Adherence to ICAI regulations, strict KYC, LRS limits ($250k/person), and assistance with Schedule FA/Form A2.

THE PRIVATE BANKING ALLIANCE
Engagement Models:

Model A
Silent Referral (Active RMs)

Model B
Second Innings (Retired Bankers)
Launch a ‘Boutique Advisory’ powered by K&C. Earn unlimited commissions vs. fixed pensions.

Model C
The LRS Facilitator
Monetize your Forex/FEMA knowledge. We pay for ‘Consulting’ on LRS structuring and account opening.

THE GLOBAL AUM ALLIANCE
The Problem
The AUM Bleed Real Estate is your enemy. When clients buy property, they redeem Equity Mutual Funds, costing you immediate AUM and future trail income.
The Solution
The Recycle Model Don’t fight Real Estate. Structure it. Turn ‘Dead Equity’ into ‘Recycled AUM’.
- Strategy A: The AUM Multiplier
- Strategy B: The Perpetual SIP
Compliance: ‘Arm’s Length’ model. Referral agreements signed via Consulting Entity. You do not sell Real Estate under your ARN code.

THE DOLLAR-SHIELD ALLIANCE
Strategies:

Model A: Term + Asset Strategy

Model B: The Global Education Policy
Rewards: Global MDRT Incentive.

Club Member (5 Cr Sales): Fully Paid Trip to Dubai.

Global MDRT (10 Cr Sales): Fully Paid Trip to USA/Europe.
