Service

Estate Planning & Succession Advisory

Protect what you have built

For HNIs, business families and promoter groups, protecting wealth and ensuring orderly succession matter as much as creating wealth. The hardest part of a legacy is transferring it intact to the next generation.

We provide confidential, legally sound estate planning and succession advisory, structured around each family's circumstances and business interests.

Our work brings personal estate planning, business succession, tax efficiency and family governance together into one coherent plan that holds up legally and works in practice.

Scope of work

What we do for you

Estate and wealth structuring
Advisory on wills and estate administration
Family settlement and partition advisory
Private trust formation and administration
Business succession planning for promoter families
Tax planning for gifts and inheritance
Cross-border estate planning for NRIs and returning Indians
Family constitutions and governance frameworks
Advisory to trustees and protectors
Charitable trusts, foundations and family philanthropy

Who this service is for

HNIs & UHNIs

Wills, trusts and tax-efficient wealth transfer.

Promoter families

Succession planning across closely held companies, real estate and financial assets.

Joint families

HUF restructuring, partition and family settlements.

NRIs & returning Indians

Estate plans that work across India and the country of residence.

Philanthropists

Charitable trusts, Section 8 companies and registrations under Sections 12A and 80G.

How we work

Our approach

Confidentiality

Every engagement is handled with discretion and information is shared strictly on a need-to-know basis.

Family alignment

Succession works only when the family is aligned. We help facilitate those conversations professionally.

Robust documents

A plan is only as strong as its documents. We prepare them to a standard we would be prepared to defend.

Periodic review

Families and laws change. We schedule periodic reviews of every plan.

FAQ

Frequently asked questions

Do you prepare wills and trust deeds?

We advise on and coordinate the preparation of wills, codicils and trust deeds tailored to the family's tax and legal position, working with legal counsel on drafting and execution.

Can you support cross-border estates?

Yes, including dual residency planning and coordination with advisors in the other jurisdiction.

Can you act as trustee or protector?

We can recommend independent professional trustees and act in an advisory capacity, but we generally do not serve as trustees of family trusts, to preserve independence.

How private are these engagements?

Highly confidential. They are handled directly by senior partners.

Other services

Explore our other practice areas

Let's start a conversation

Whether you have a query, need professional guidance or are looking for a long-term financial partner, reach out and a member of our team will respond promptly.