Estate and Succession Planning

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Effective succession planning and estate planning are vital for families and business owners seeking to secure their future. While estate planning ensures that personal assets are transferred smoothly through trusts and wills in India, succession planning for family businesses focuses on leadership transition, governance, and continuity. Together, these strategies safeguard family business legacy, ensure wealth preservation, and enable long-term legacy planning.

Our solution

Estate planning via wills, trusts and trust deeds

Succession planning by agreements and governance charters

Mentoring next-gen leaders for family enterprises

How Grant Thornton Bharat can help

Estate planning

Structuring advisory

Tailored solutions based on the nature of assets, long-term family objectives, and the residential or citizenship status of heirs.

Setting up of trust and wills

Comprehensive support throughout the drafting and registration of private family trusts, testamentary trusts and wills, along with associated tax and legal compliance.

Succession planning

Bringing together family and business

Tailored support for families in creating vision statements, developing governance charters, designing succession frameworks, drafting business and investment charters, and building effective remuneration plans.

Aligning family legacy with business continuity

Ensure the seamless transfer of values and vision along with ownership to preserve long-term continuity.

Next-gen development and mentorship

Design mentoring roadmaps that effectively onboard and prepare the next generation for leadership.

Why choose Grant Thornton Bharat

Trusted family office advisory for high-net-worth individuals, promoters, and business families

Specialist capabilities in multi-generational planning, family governance and cross-border family dynamics

In-depth knowledge of Indian legal, tax and regulatory landscape

Commitment to confidentiality, conflict prevention, and long-term business succession

Pallavi Joshi Bakhru

Partner and Family Office Leader

Contact Pallavi Joshi Bakhru