Private Client Office
Quiet counsel
for visible lives.
Tax, structure and succession for public figures, business families and global Indians, coordinated by one senior Chartered Accountant.
By introduction or direct enquiry · India and overseas · In person or remote
Wealthy families and public figures already have bankers, lawyers and distributors. What they usually lack is one independent adviser who sees the whole picture, and keeps it private. The Private Client Office is led by Regi Tom Antony, FCA, a Chartered Accountant in Kochi since 1997 and a former Group CFO/COO in the Middle East and Africa.
Clients
For those whose affairs draw attention
- Artists and performersUneven income, endorsements, overseas shows
- AthletesShort careers, prize money, leagues abroad
- CreatorsBrand deals, barter, foreign platforms
- Founders after an exitESOP sales, exits and IPOs
- Business familiesSuccession and the next generation
- Global IndiansGCC, UK, US and Australia, with roots in India
The Office
Six things, held in one hand
Tax and structure
Regime, surcharge and entity choices under the Income-tax Act, 2025.
Notices and proceedings
From the first notice to appeal, through the firm's Tax Notice Desk.
Endorsements and image
GST on brand deals, financial checks before signing, and licensing your name or likeness.
Assets abroad
LRS and ODI across the family; foreign assets reported correctly in Schedule FA.
Succession
Asset maps, private trusts and family governance; see family office set-up.
Personal CFO
Quarterly reviews of cash flow, commitments and goals, with mentoring.
How it begins
i.
Conversation
A non-disclosure agreement first, then 30 to 45 minutes on what is on your mind.
ii.
Diagnostic
Two to four weeks: a family and asset map, a three-year tax review and priorities.
iii.
Structure
Entities, trusts and filings, implemented with your lawyers and advisers.
iv.
The Office
An annual engagement, reviewed every quarter.
Discretion
We never name a client. Not here, not anywhere.
A non-disclosure agreement before you share a detail. Code names in our systems and email subjects. Encrypted document exchange, restricted and logged access, and one partner as your only contact. Built on the firm's information-systems audit (CISA) and data-protection practice.
Led by
Regi Tom Antony, FCA
Managing Partner, Regi Tom Antony & Associates, Kochi (est. 1997). Former Group CFO/COO with Siemens/OSRAM, Westcon Group and Comstor across the Middle East and Africa.
FCA · MBA (Australia) · ACMA, CGMA · CISA · Certified Organizational Development Coach
Questions
What is the Private Client Office?
A confidential advisory service led by Regi Tom Antony, FCA, that coordinates tax planning, entity and trust structuring, succession, cross-border compliance and personal financial governance for high-net-worth individuals and public figures. Services are provided by Regi Tom Antony & Associates, Chartered Accountants, Kochi.
Can my manager or lawyer make the first contact?
Yes. Many clients reach us through a manager, lawyer or banker, and a non-disclosure agreement can be signed before your name is shared.
Do you recommend investment products?
No. We advise on tax and structure. Selecting investment products is referred to SEBI-registered investment advisers.
Enquiries
A private enquiry
Share as little as you like: a name we may use, how to reach you, and the broad area. Regi replies personally. Your lawyer, banker or manager may write on your behalf.
Services are provided by Regi Tom Antony & Associates, Chartered Accountants (FRN 007670S), Kakkanad, Kochi, Kerala. Engagements are with the firm.
General information only, not advice for your situation. Investment product selection is referred to SEBI-registered investment advisers.