Sunrise Global Multi Family Office

Overview

Sunrise Global Multi Family Office guides families through each stage of global family wealth management with bespoke family office and administrative services. The firm supports high-net-worth and ultra-high-net-worth individuals, their families, entrepreneurs, and related legal structures.

Sunrise Global reports that it operates under an Overseas Family Office (Multiple) licence from Mauritius’s Financial Services Commission, licence number SM21000002.

Leadership

Yogesh Gokool is Chief Executive Officer. His profile describes more than 25 years of financial management experience, including senior roles at AfrAsia Bank, Deutsche Bank Mauritius, and IFS, now Sanne Mauritius.

Toshna Thajah is Manager. Her profile describes a finance degree and more than six years of banking experience with AfrAsia Bank and Standard Bank Mauritius, including work with high-net-worth and ultra-high-net-worth clients.

The board includes Yogesh Gokool, Toshna Thajah, Vipul Shah as Non-Executive Independent Director, and Davin Appanah as Non-Executive Independent Director.

Services

Sunrise Global’s capabilities include international wealth planning and structuring, supervision and administration, risk assessment, and risk management.

Its services include succession and wealth planning, tax advisory and compliance, investment administration and management, accounting and administration, concierge support, and other family office services.

The firm lists memberships or qualifications connected with the Society of Trust and Estate Practitioners, International Tax Planning Association, Qualified Family Office Professional programme, and Mauritius Institute of Directors.

What the firm offers

• Financial planning
• Tax planning
• Administration and bill pay
• Risk and insurance
• Cross-border planning

Client Focus

The firm serves high-net-worth and ultra-high-net-worth individuals, their families, and related legal structures. Its work also supports families and entrepreneurs with global wealth organization and administration.

Approach

Sunrise Global describes its approach as focused on excellence, efficiency, direct solutions, open architecture, reporting, confidentiality, dedicated staff, and long-term client relationships.

Source

Sunrise Global Multi Family Office

FAQs

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Sources

1. Sunrise Global Multi Family Office

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.