OUR PRACTICE
The estate planning needs of the 21st Century individual and business families are undeniably complex and multi-faceted, especially as cultural dynamics and multi-jurisdictional family structures have evolved rapidly in a complex regulatory environment. At our firm, we offer bespoke solutions tailored to our clients’ unique personal and business concerns since we understand that its about more about the legacy than just wealth.The estate planning needs of the 21st Century individual and business families are undeniably complex and multi-faceted, especially as cultural dynamics and multi-jurisdictional family structures have evolved rapidly in a complex regulatory environment. At our firm, we offer bespoke solutions tailored to our clients’ unique personal and business concerns since we understand that its about more about the legacy than just wealth.
Our firm’s deep understanding of both the Indian market and the global landscape positions us uniquely to address the complex challenges faced by multi-generational families, successful entrepreneurs, and other high net worth individuals. With our client-centric holistic practice, we are always aiming to provide a reliable, personalized, and strategic approach to secure, protect and enhancing legacies.
Our Service Offerings
Will Preparation and Letter of Administration: Drafting, changing and executing wills, filing letters of administration, powers of attorney, etc.
Probate Assistance: Navigating the probate process to ensure smooth administration of your estate.
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Succession Planning: Structuring private family trusts for asset protection and liability management and guardianship arrangements.
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Family Office Structures: Establishing structures for pooling and managing family wealth for investments and partition disputes.
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Governance Mechanisms: Setting up family governance systems to manage leadership transitions, continuity planning, and conflict resolution.
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Conflict Resolution: Addressing and mitigating family disputes through settlements and arrangements including matters of oppression and mismanagement.
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Reputation Management: Developing strategies to manage and protect family reputation, especially in crises.
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Risk Management: Offering advice on compliance with securities laws and liaising with regulatory bodies like the RBI and SEBI.
Notable Deals
Provided tailored solutions for diverse needs of a high-net-worth family-owned business in India and globally, wherein we addressed intricate issues around inheritance, reputation, goodwill, and family values.
Indulged in hands-on involvement helping to navigate sensitive questions of inheritance and tax-efficient business succession.
Obtained probate on behalf of client from the jurisdictional High Court.
Guided and strategized with client regarding preservation of family-owned real estate and also managed disputes with respect to the same.
Strategised and advised a major business family with respect to settlement of disputes, partition of assets of family-owned businesses and smooth estate planning.