SUCCESSION PLANNING

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An important aspect of a ‘Family Office’ is efficient transfer of wealth to successive generations.

An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members.

We have a specialized and dedicated in house team to help our clients tailor a Structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime. Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family.

Following are the levels of our services –

Estate Plan Advisory
Preparation of Wills
Trust Formation
Trust Management
Excelorr as Executors
Complex structures like holding companies