
Estate Planning and Trusts
Overview
We regularly advise family offices, family-owned businesses, individuals/ high net-worth individuals in identifying, planning, and executing strategies that foster long-term value creation. We assess the best estate planning options and recommend optimal solutions, and oversee the planning and implementation of the agreed structures. Our ongoing advisory services help clients explore new avenues to unlock value and sustain growth. We regularly represent both Indian and international clients on all facets of Indian law pertaining to estate planning and trust formation.
Expertise
Our teams work closely with clients to provide comprehensive solutions tailored to address the distinct needs of each individual/ organization, be it a family-owned business or a high-net-worth individual. We work with clients with backgrounds across diverse sectors, including real estate, pharmaceuticals, e-commerce, information technology, FMCG, and more. By leveraging an in-depth understanding of both Indian and international legal frameworks, our team delivers strategic guidance aimed at preserving and enhancing client wealth across generations.
We also develop bespoke estate plans that encompass succession planning, estate planning, trust formation, asset protection, tax optimisation, and sustainable value creation. Our methodology involves a detailed assessment of alternative structures, such as family trusts, private trusts, and holding companies to ensure that each solution is aligned with the client’s objectives and family dynamics.
From the initial definition of goals to the seamless execution of the selected structure, we offer end-to-end support to empower clients to navigate the evolving legal and regulatory environment, uncover new opportunities to unlock value, and adapt their estate plans in response to changing circumstances.
Renowned for our integrity, discretion, and unwavering commitment to excellence, we regularly serve both Indian and international clients providing clarity and peace of mind in complex matters.