Estate Planning & Succession Advisory
Service
Direct Taxation
Protect What You've Built. Secure What You'll Leave Behind.
For HNIs, business families, and promoter groups, protecting wealth and ensuring seamless succession are as important as wealth creation itself. The hardest part of legacy is not building it — it is transferring it intact to the next generation.
We provide thoughtful, confidential, and legally sound estate planning and succession advisory — structured around your unique family and business circumstances.
Our work integrates personal estate planning, business succession, tax efficiency, and family governance into a single, coherent plan — one that holds up legally and is implementable in real life.
What we do for you:
Estate & wealth structuring
Will drafting & estate administration advisory
Family settlement & partition advisory
Private trust formation & management (revocable, irrevocable, discretionary)
Business succession planning for promoter families
Gift & inheritance tax planning
Cross-border estate planning for NRIs & returning Indians
Family constitution & governance frameworks
Trustee & protector advisory
Charitable trusts, foundations & family philanthropy
Who This Service Is For
Our Approach
Confidentiality, Always
Every engagement is treated with the highest discretion. Information is shared on a need-to-know basis.
Family Conversation
Successful succession requires family alignment — we facilitate the difficult conversations professionally.
Document Robustness
Plans only work if the documents are unimpeachable — we draft to the standards we'd want to defend in court.
Periodic Review
Estate plans are not static. We schedule periodic reviews as families and laws change.
A full spectrum of financial, tax, audit, and advisory services — designed to meet the needs of businesses and individuals at every stage of growth.
FAQ
Frequently Asked Questions
Do you draft Wills and Trust Deeds?
Yes — including registered Wills, codicils, and Trust Deeds tailored to family and tax positions.
Can you support cross-border estates?
Yes — including dual-tax-residency planning, Hague Convention considerations, and host-jurisdiction co-ordination.
Can you act as trustee or protector?
We can recommend independent professional trustees and act as protectors / advisors, but typically do not serve as trustees in family trusts to maintain independence.
How private are these engagements?
Highly confidential — typically handled directly by senior partners with strict information walls.
Contact Us
Let's Start a Conversation
Whether you have a query, need professional guidance, or are looking for a long-term financial partner, we're here to help. Reach out to us and a member of our team will get back to you promptly.
A full-service Chartered Accountancy firm headquartered in Ahmedabad, India - delivering integrated tax, audit, advisory and compliance services since 1996.
Registered with the Institute of Chartered Accountants of India (ICAI).
