Specialised wealth
structuring services

Our estate planning solutions seek to achieve:

• Protection and preservation of assets for future generation
• Protection and preservation of family bonds by eliminating internal disputes
• Savings costs by efficiently planning taxes and other expenses

Without proper estate planning, properties can be locked up for months or years on end as court intervention may be required to distribute the assets as per the relevant community law (Hindu Succession Act; Indian Succession Act; Muslim Law, etc).

Our Estate Planning services include:

As part of succession planning, we help establish the family business governance, which is a transparent balance of interests among:

• The owners of the family business (trusts and individuals)
• Those who manage the business (the professionals)
• The family who’s interest they serve

For our Family Business Advisory clients, we seek to ensure a seamless functioning of the core wealth creation engine, the core business of the family, by building a professional management layer, and attempting to resolve inter-generational and other potential conflicts.

Our Family Business Advisory includes:

Our Portfolio Consolidation services help you get the true picture of your overall wealth clearly showcasing if the portfolios fit within the ‘big picture’ of the family’s long-term financial objectives. It makes it easier to evaluate performance of various wealth managers against common benchmark and helps you be on top of your portfolio at all times.