Succession Structures & Family Governance
Preserve your legacy. Safeguard family interests. Enable seamless wealth transition.
Succession planning is more than just transitioning the wealth; it’s about securing family harmony and continuity. We offer solutions calibrated to the specific objectives and complexities of each family. With a strong focus on prudence, transparency, and confidentially, we help establish a resilient and future-ready succession planning framework designed to safeguard family businesses, family wealth and family legacy.
Our key service offerings
- Succession planning and estate duty planning through onshore and offshore entities including for multi-jurisdictional families
- Structuring a SEBI law compliant succession planning framework for promoters of listed companies
- Drafting and execution of trust deeds for family trust structures
- Family arrangements and realignment of wealth between family members
- Advising on wills, trusts, family settlements, and related legal instruments
- Establishing efficient holding and asset-transfer structures
- Planning for contingencies such as incapacity or sudden transitions
- Reviewing and optimizing existing succession arrangements for legal and tax efficiency
- Providing ongoing advisory to support implementation and relevant periodic updates from a tax and regulatory perspective