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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.
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.
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.
