Succession Planning

Estate planning is the process of planning and streamlining your financial affairs to enable smooth succession of your movable and immovable assets. Estate planning services offered by us ensure the management of your estate during and beyond your lifetime and assists in planning your legacy to be passed on to your children. We have tied up with experts of the field and dedicated in-house team to help our valued clients form a structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our experience of handling investment and related issues for over many decades for Generations gives us an edge to visualize the specific needs of each client’s family. 

Our services entail drafting of important documents like Will, POA, Gift deed, Deed of Transmission, Family Arrangements, Trust Deeds, etc. and we engage with our clients alongwith the experts to opt the best suited succession plan.

This is done giving consideration to the following aspects:

    1. Family Structure

    2. Tax efficient model for the legal heirs

    3. The Motive/ Requirement of the Family with the succession plan

    4. Nationality of Legal Heirs

    5. And other aspects which needs to be factored in


Why important for the family business?

A proper business succession seeks to alleviate or lessen many issues by setting up a smooth transition between the family-owned business owner and the future owners of the business. The tax aspect of a proper succession plan tries to minimize estate taxes at the death of the family business owner.



"A pension is nothing more than deferred compensation"

Elizabeth Warren