Our Private Client Practice is based on 70 years of experience in advising promoter families, high-net-worth individuals and entrepreneurs in relation to structuring and holding their wealth and family businesses, especially in a taxation and succession friendly manner.
We provide end to end solutions with assistance from all our practice areas, including from our taxation, public M&A and real estate teams. We also work with various international trust & estate lawyers, consultants and service providers to offer our clients comprehensive and holistic services, both onshore and offshore.
What We Do • Estate and succession planning, including preparation of Wills and Codicils; providing probate and executorship services. • Establishment of private family trusts (which may include private trustee companies, professional trustees and/or protectors, as desired); on-going advisory services for established domestic and offshore trusts. • Providing cross border advice across many jurisdictions (especially the UK & USA). • Restructuring of existing promoter / family holdings in a tax efficient and succession-friendly manner. • Establishment and structuring of family offices and other investment / holding structures. • Creation, implementation and monitoring of family governance structures, including preparation of family constitutions. • Advising on corporate governance and business structuring from the perspective of family governance, and incidental advice on all corporate matters. • Advising on philanthropic and charitable endeavours, including establishment of public charitable trusts and advice on corporate social responsibility. • Advice on family settlements and partitions. • Family dispute resolution either through arbitration, mediation, and/or litigation. • Conveyances and gifts of assets, including shares, movable and immoveable properties. • Direct taxation related advice (both domestic and international). • Risk management and regulatory advice, including compliance with securities laws, takeover regulations, exchange control laws, liaising and dealing with regulators (especially RBI and SEBI), as required