Private Client
In addition to corporates,
we also cater to a diverse clientele offering services including, but not limited
to, succession and estate planning, wealth structuring, trusteeship services, and global family office solutions. Through our services, we aim to assist individual clients to triumph over the estate and succession planning process, tax planning issues, philanthropy issues, compliance requirements and
financial hindrances.
Succession & Estate Planning
We have experience and expertise in succession and estate planning. In today’s world, uncertainty is
lurking right around the corner and estate planning is not something reserved solely for the wealthy or
retired. An estate comprises of everything an individual owns either directly or indirectly and includes
tangible and intangible assets like properties, financial assets, IP, brands, digital assets, etc. An estate
plan allows you to direct the manner in which your property will be distributed after your death. Irrespective of the quantum of possessions, however modest your assets may be, having an unequivocal and robust succession and estate plan is pertinent to avoid complications, disputes, ambiguities, and legal hindrances – to ensure the comfort and convenience of your family on your departure.
Private Trust
Private Trusts are emerging as the most popular vehicle to address the growing need of multi- generational Indian families to ensure smooth succession in businesses. Initially, trust vehicles were used purely as testamentary vehicles for the distribution of assets on the demise of the testator. A trust is a legal arrangement between the author of the trust and the trustee and is made for the benefit of the
beneficiary. In this era, trust vehicles are advantageously used for managing and investing assets, securing the interests of the beneficiaries by providing asset protection, progressively transferring the assets, keeping the control of the business among family members and ensuring distribution of income and assets as per the desires of the settlor without disputes/legal battles taking over the process.
KEY OFFERINGS
- Succession & Estate Planning
- Family Governance Advisory
- Migration Advisory
- Overseas Trust
- Asset Ringfencing
- Drafting & Probation of Wills
- Accounting & Administration
- Structuring & Formation of Private Trust
- Investment Holding Vehicle
- Regulatory & Compliance
- Philanthropy Advisory
- Tax Planning
- Executorship Services
- Trusteeship Services
- Legacy Planning
- Inheritance Tax Planning
OUR PROFICIENCY
Based on decades of expertise and in-depth knowledge and understanding of the global economy, our
private client practice has grown tremendously. Our private client practice team serves as trusted
advisors to both domestic and foreign clientele, the majority of whom are promoter families, high net
worth individuals, young entrepreneurs, family offices, or the banks, trustees, and other institutions.