Private Client Practice (Estate Planning, Trusts, Will & Succession)

Private Client Practice (Estate Planning, Trusts, Will & Succession)

Estate, Wealth and Succession (“EWS”) planning is the most complex process in India. EWS planning services ensures the management of your estate during and beyond your lifetime and plan your legacy.

No one likes to think about their own mortality; however EWS Planning is one of your most important financial obligations. We believe that the wealth that you work a lifetime to create should be protected. For this reason, we offer comprehensive tailor made EWS strategies to provide our clients with the comfort and peace of mind given an unfortunate event.

We have extensive experience to help our clients tailor a structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime.

    We provide the following Services
  • Advise on Wealth transfer through Wealth Planning and Drafting of Domestic and International Wills and other Testamentary Documents.
  • Advise on Families on Governance Structures and Business Succession Planning.
  • Pre-bequeathal restructuring of business assets
  • Family governance: Advising family businesses on long term family governance structures, including the setup of family councils/boards and family.
  • Advise on philanthropy set ups for HNIs and family offices and structuring Inter-generational wealth transfers.
  • Advise on establishment of Investment vehicles for Investments by Family Offices and HNIs.
  • Advise on Family Arrangements and Family Disputes.
  • Advise on Establishment and Settlement of Private Trusts for Family Members.