Private Clients, Estate Planning & Impact

Overview

Our private client and estate planning practice is built on trust, discretion and strategic foresight. The firm has advised Indian and global families on wealth structuring, succession planning and asset management, from domestic trusts and mirror wills across jurisdictions to converting joint ownerships into structured LLPs and family investment funds in GIFT City.

Specialisations

• Structuring Trusts, Succession Planning & Governance

  We assist clients in creating robust private, family and charitable trust structures to facilitate effective succession, asset protection and wealth distribution. Our advisory covers both revocable and irrevocable trusts, discretionary and non-discretionary models, and dual-holding trust structures for layered ownership. We draft comprehensive trust deeds and associated governance documents, including letters of wishes, family constitutions, memoranda of understanding and protector mechanisms, and structure testamentary frameworks involving mirror wills and codicils aligned with personal, business and international interests.

• Family Offices

  We help families structure dedicated investment vehicles using private trusts, LLPs, AIFs and family funds, both in India and in GIFT City. Our services include designing voting, economic and governance rights among family members and investment professionals. We advise on co-investment structures that allow family members or branches to participate selectively, as well as warehousing and carry arrangements. With increasingly mobile families and globally held assets, we provide integrated cross-border estate planning spanning the UK, UAE (DIFC/ADGM), Singapore, the US and Mauritius.

• Philanthropy & Impact Structures

  We assist families and founders in setting up charitable and philanthropic structures, including public charitable trusts, private foundations and Section 8 companies. Our work includes designing governance and funding models, ensuring compliance with tax exemptions under the Income Tax Act, and structuring CSR-aligned giving. We also advise on foreign funding regulations (FCRA) and help implement impact-focused investment structures where philanthropic capital is deployed for commercial return with social impact.