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LEGACY PLANNING

It’s a complex process to maintain family wealth across generations.  We facilitate the inter-generational transfer of wealth as well as a reduction in intra-family disputes in a simplified manner with a range of estate and succession planning solutions for families globally, desirous of wealth preservation and efficient transfer of assets to the next generations.

Wills and Trusts

A comprehensive range of will writing and TRUST related services are widely used globally as an effective tool for estate and succession planning. Many families set up private family trusts for smooth inter-generation transfer of wealth. Includes a range of will drafting, will validation, safekeeping, registration of wills, probates, and executorship services. 
 

Sibling Piggyback

Succession and Inheritance Planning 

Succession and Estate Planning is crucial for affluent business families as well as for the new breed of successful entrepreneurs, Professionals, Promoters, NRIs, etc. for protecting their inheritances and the interest of differently-abled dependents to structure their assets and interests of their future generations. Customized solutions are developed around specific needs and goals for the smooth transition of wealth across generations.
 

Business Enhancement Solutions

Business Enhancement solutions and support through mergers, acquisitions, restructuring, guidance, and mentoring for heirs of business/Industrial families to assume leadership roles in managing the family’s wealth by harnessing their capabilities through smooth inter- generation wealth transfer solutions.
 

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