We advise HNIs, family offices, entrepreneurs, and trustees on protecting, managing, and transferring wealth with a focus on clarity, confidentiality, and long-term stability:
Advisory & Structuring
- Designing and setting up efficient inheritance and wealth distribution structures (legal and regulatory)
- Advisory on intestate succession (where no estate plan exists)
- Structuring alternate holding vehicles for protection and optimization, such as:
- holding companies
- LLPs
- trusts
- Succession planning for ownership and management of family businesses
- Advisory for family office investments and divestments
- Guidance on cross-border inheritance and overseas elements
- Advisory on residential status under Indian foreign exchange control laws
- Support on registration requirements and stamp duty implications
- Structuring philanthropic / mission-driven capital, including:
- charitable trusts and foundations
- impact-focused vehicles and purpose-aligned structures
Estate Planning Documentation
- Wills (individual, joint, mutual, and joint & mutual wills)
- Trust deeds (inter vivos and testamentary trusts)
- Gift deeds
- Family settlement agreements
- Family constitution
- Shareholders’ agreements
- Living will
- Preparing a consolidated asset & liability data list for future generations
Implementation Support & Dispute Resolution
- Assistance with probate and regulatory approvals
- Support for succession certificates and letters of administration
- Dispute strategy, negotiations, and settlement support
- Representation before courts (including family courts), directly and through counsel/senior counsel
- Handling disputes including:
- trust/estate/inheritance disputes
- shareholder/partnership conflicts
- fraud, mismanagement, asset recovery, and enforcement
- enforcement of family settlements
- crisis management, reputation and privacy protection