Atom Global Multi Family Office delivers institutional-grade investment advisory, discretionary portfolio management, and family governance for ultra-high-net-worth families and family offices who demand more from their wealth relationships.
Most wealth management was never designed for the kind of complexity serious families carry. Multiple businesses, assets across geographies, generational considerations, and advisory relationships that rarely speak to each other. Atom Global Multi Family Office was built specifically for that reality.
We bring together institutional investment discipline, multi-asset portfolio expertise, and deep cross-border structuring capability under a single advisory relationship – one where the people working on your wealth understand the full picture, not just the portfolio in front of them.
The modern ultra-high-net-worth family faces complexity that no single product or relationship manager can address. They need investment discipline without institutional conflicts. They need advice that spans asset classes, geographies, and generations. And they need a team that understands their full picture – not just their portfolio.
Atom Global Multi Family Office was built to meet that need. We operate as a trusted fiduciary partner – combining institutional investment rigour with the bespoke attention of a dedicated family office, serving multiple families under a single integrated platform.
Fully independent. Every recommendation begins and ends with your outcome – not a product, not a placement, not a quarterly target. That is the only way a family office should work.
From strategic asset allocation to family governance frameworks – a comprehensive suite of services designed for the complexity of UHNW families and family offices.
Independent investment advisory for families who wish to retain oversight while benefiting from institutional-grade analysis. Strategic asset allocation frameworks, portfolio review, and bespoke investment strategy – built around your specific objectives and cross-border situation.
Governance frameworks, investment policy statements, family council structures, and next-generation advisory – for families building or formalising their own family office infrastructure. Experienced guidance on the full spectrum of family office design and management.
Access to a broad investment universe across public and private markets – equities, fixed income, FX, hedge funds, private equity, real assets, and structured products. Curated access to institutional-quality investment opportunities not typically available to individual investors.
Advisory on wealth structuring across jurisdictions – covering holding structures, trust frameworks, investment vehicles, and tax-efficient solutions for families whose assets and lives span multiple countries. Coordinated with legal and tax advisors across all relevant jurisdictions.
Fully managed multi-asset portfolios constructed around your risk profile, return objectives, and liquidity requirements. Strategic and tactical allocation across equities, fixed income, alternatives, and structured products – with institutional discipline and continuous oversight.
Comprehensive portfolio consolidation and reporting across custodians, asset classes, and geographies. Single-view transparency across the entire wealth picture – enabling informed decision-making and ongoing performance oversight at the family level.
Independent investment advisory for families who wish to retain oversight while benefiting from institutional-grade analysis. Strategic asset allocation frameworks, portfolio review, and bespoke investment strategy – built around your specific objectives and cross-border situation.
Access to a broad investment universe across public and private markets – equities, fixed income, FX, hedge funds, private equity, real assets, and structured products. Curated access to institutional-quality investment opportunities not typically available to individual investors.
Advisory on wealth structuring across jurisdictions – covering holding structures, trust frameworks, investment vehicles, and tax-efficient solutions for families whose assets and lives span multiple countries. Coordinated with legal and tax advisors across all relevant jurisdictions.
Governance frameworks, investment policy statements, family council structures, and next-generation advisory – for families building or formalising their own family office infrastructure. Experienced guidance on the full spectrum of family office design and management.
Comprehensive portfolio consolidation and reporting across custodians, asset classes, and geographies. Single-view transparency across the entire wealth picture – enabling informed decision-making and ongoing performance oversight at the family level.
Naveen Rastogi brings over two decades of institutional investment experience across some of the world's most respected private banks and asset managers – including Bank of Singapore, Bank J. Safra Sarasin, Standard Chartered, RBS, HSBC Asset Management, Deutsche Bank, and Citibank.
As CIO of Atom Global Multi Family Office, Naveen leads the division's investment philosophy with a focus on risk-managed outcomes, long-term capital preservation, and structured investment solutions for ultra-high-net-worth clients and family offices. He brings a research-driven, institutional approach to every client mandate – ensuring that portfolio strategy is aligned with each family's specific objectives, risk tolerance, and cross-border situation.
His career includes managing over USD 1 billion in assets under advisory, delivering strategies across equities, fixed income, FX, alternatives, and structured products. Prior to joining Atom, he served as CIO and Co-Founder at Theia Investments, where he built the investment platform from the ground up – gaining direct experience in the full spectrum of multi-family office advisory.
Naveen holds an MBA from K.J. Somaiya Institute of Management Studies & Research and a Bachelor's degree in Business Administration from Meerut University.
Families with diversified wealth across asset classes and geographies, requiring a dedicated investment framework, consolidated oversight, and long-term advisory continuity.
Entrepreneurial families navigating the transition from business wealth to invested wealth – requiring sophisticated capital allocation, portfolio strategy, and governance structures.
Single family offices seeking to complement their internal capabilities, or new family offices requiring complete infrastructure – from investment policy to consolidated reporting and governance.
Endowments, foundations, and other institutional investors requiring independent investment advisory, portfolio strategy, and access to a broad multi-asset investment universe.
Atom Global Multi Family Office operates with a single mandate: your long-term outcome. We bring no institutional conflicts, no balance-sheet pressures, and no agenda beyond the interest of the families we serve. That independence is the foundation everything else is built on.
We combine the rigour and analytical depth of institutional asset management with the bespoke attention and relationship continuity that families expect from a dedicated family office. You work directly with senior professionals, not relationship managers.
Our advisory team brings deep experience structuring wealth across multiple jurisdictions. Investment strategy that accounts for the regulatory, structural, and intergenerational complexities that come with assets, businesses, and family members spread across the world.
As part of Atom Financial Services Group, clients benefit from integrated advisory spanning investment banking, insurance, legacy planning, and asset management – ensuring that investment strategy is coordinated with the full picture of a family's financial life.
Whether you are a family office, a UHNW family, or an institution – we would like to understand your situation before proposing anything. Every engagement begins with a senior-led conversation.
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