Family Office &
Succession Planning.
Every family situation is unique. Preserving wealth for future generations is among the most important responsibilities a wealth creator carries — and one of the most daunting transitions to manage.
Why detailed planning matters today.
Reshaping family wealth in India.
Internationalisation
Families increasingly span multiple jurisdictions, with members residing in different countries for education and business — making cross-border structuring essential.
Reputational Risk
Heightened regulatory scrutiny and media attention demand that family wealth structures be managed intelligently and proactively to protect family reputation.
Tax Environment
Active discourse around the reintroduction of estate duty or inheritance tax in India makes proactive structuring more urgent than ever.
Continuity
A declining ratio of next-generation members willing to both own and operate the family business raises existential questions for promoter families.
Litigation
Wealth-driven family feuds remain a leading cause of disputes in India, with gifts and wills increasingly contested in court.
One platform — six coordinated practices.
Comprehensive service suite — tailored to your needs.
Wills & Executorship Services
Bespoke wills, codicils, letters of wishes and execution services.
- ·Will Drafting
- ·Codicils
- ·Letter of Wishes
- ·Executorship Services
Family Trust
Family trust structures for multi-generational stewardship.
- ·Discretionary/Determinate Family Trust
- ·Asset Protection Trust
- ·Specific Situation Trust
- ·Professional Trustee Services
Business Holding Trusts
Business-continuity trust structures for listed, unlisted and to be listed (pre-IPO) family entities.
- ·Promoter-holding Trusts
- ·Pre-IPO Planning
- ·Trust for Unlisted Shareholding Structures
- ·Control and Voting Frameworks
Family Constitution & Council
Governance frameworks that turn family values and decision rights into working rules.
- ·Family Constitution
- ·Family Council
- ·Family Governance
- ·Family Business Board
Cross Border/GIFT City Structuring Solutions
Constructing across legal, tax and cross border regulations providing practical solutions to families.
- ·Externalisation Planning
- ·India Entry Planning
- ·Cross-border Trusts
- ·GIFT City Family Vehicles
- ·Coordination Across Multi Jurisdiction Council
Citizenship & Residency
Contingency planning for families considering residence and citizenship pathways.
- ·Residency Planning
- ·Immigration Planning
- ·Foreign Advisor Co-ordination
- ·Structure Impact Review
Wealth Protection Structures
Structures designed to possibly future protect family wealth from disputes, unexpected fragmentation, business risk and unplanned succession events.
- ·Asset protection
- ·Ring-fencing
- ·Contingency planning
- ·Documentation review