Private Client Services and Succession Planning

 

A well-thought-out plan for family business and wealth succession goes a long way in preservation of wealth and maintaining harmony within the family. We provide business families and professionals with succession planning solutions that are simple, tax efficient and aligned with their family objectives.

Apart from the above, we also assist family offices, promoters and high net-worth individuals in planning their incomes and investments in a tax efficient and regulatory compliant manner.

 

Our key service offering

 

  • Succession planning and estate duty planning through onshore and offshore entities

  • Trust deed drafting and execution of family trust structure

  • Structuring of promoter / director incentives and investments

  • Restructuring of promoter holdings in onshore and offshore companies from tax and legal perspective

  • Family arrangements and realignment of wealth between family members

  • Wills and HUF planning

  • Citizenship and residency planning from tax perspective

  • Personal tax planning