Metis Family Office Services Pvt. Ltd.

Overview

Metis Family Office Services Private Limited reports more than 15 years of family-first advisory experience and says it has enabled more than 150 Indian business families. The firm reports ₹100,000+ crores in net worth under management, ₹3,000+ crores in transactions advised, and ₹2,000+ crores in assets under care.

History

Metis established the Metis Foundation in 2012 and says it directs a share of annual profits toward education and holistic development for deserving children. The Chanakya Series launched in 2014 and has brought together more than 200 business families for peer-led dialogue on capital allocation, succession, governance, and legacy.

Timeline

1. 2012Metis established the Metis Foundation in 2012 and says it directs a share of annual profits toward education and holistic development for deserving children.
2. 2014The Chanakya Series launched in 2014 and has brought together more than 200 business families for peer-led dialogue on capital allocation, succession, governance, and legacy.

Services

Metis’s business and value creation work includes vision alignment, decision-making frameworks, growth financing, retention strategies, review mechanisms, opportunity evaluation, governance structures, and sounding-board support. The firm supports growth financing and transaction planning involving private equity, debt, and IPO readiness.

Wealth and asset protection services cover asset allocation, investment policy, asset ring-fencing, capability building, holistic reporting, and review and oversight across managers and strategies.

Family and legacy services include succession planning, family constitutions and governance, next-generation capability building, estate planning and legal structuring, roles and ownership alignment, and conflict resolution.

Through Metis My Mentor, the firm prepares next-generation family members through experiential learning, emotional-maturity development, succession readiness, leadership preparation, governance alignment, and legacy stewardship.

What the firm offers

• Estate planning
• Family governance and education
• Private and alternative investments

Client Focus

Metis serves Indian business families seeking coordinated support for business decisions, wealth stewardship, family governance, succession, and legacy planning.

Approach

The firm describes its approach as family-first, unbiased, confidential, and focused on helping families professionalise their family and institutionalise their businesses.

Registrations

The website identifies Metis as a Certified PMS Distributor recognized by the Association of Portfolio Managers in India, APRN00750, valid to 14 March 2027, and an AMFI Certified Mutual Fund Distributor, ARN-176155, valid to 9 February 2027.

FAQs

Related resources

• LocationMultifamily offices in Chennai

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• Network siteFamilyOffices.com

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• GuideHow multifamily offices invest

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Sources

1. https://www.metismfo.com/
2. https://www.metismfo.com/business-value-creation
3. https://www.metismfo.com/wealth-asset-protection
4. https://www.metismfo.com/family-legacy
5. https://www.metismfo.com/mentor
6. https://www.metismfo.com/metis-connect

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.