High Net-Worth Individuals

We have a special focus on High Net-Worth Individuals, NRI’s, Wealth Management and Financial Planning Organisation. Across the world the Succession Planning, though extremely vital and important aspect of Human Life, still remains to be untouched and most ignored aspect. We as human being pass through several Life Cycle Stages and Wealth Cycle Stages; and every stage requires utmost attention and action.

Depending upon the latent need of protection of created / inherited assets and transferring them to immediate family members and other dependants. The transfer of assets needs to happen in a most soothing and without any legal hurdle.

Needless to say most of the family dispute arises because there was no “Proper Succession Planning” in Place. The “Proper Succession Planning” is a process of transfer of assets from one generation to another.

Though most of the Wealth Management Organisation and Financial Planning Organisation claim to provide such solutions but actually in reality they only provide recommendations and they don’t know the following:-

1. On how to select the Instrument/s.
2. On how to create (the selected) Instrument/s.
3. On how to execute (the selected) Instrument/s.
4. Lastly but not the least the legal implications thereunder.

Our Legal expertise helps us provide our esteemed clients a customized legal solutions in case of “Succession Planning” by way of testamentary instruments like “Wills” (of different types including registered / probates). We also provide solutions by way of “Family Settlement (Partition) Agreement”. We provide solutions to Ultra High Net-Worth Individual by of a “Private Trust – Structure” (single / multiple) thereby protecting and ring-fencing the assets meant exclusively for Beneficiaries / Dependants (Spouse, Children & others, if any) thereby safeguarding the future of Dependants. We also help and assist in the compliance aspect of the same wherein we provide running account services especially for Private Trust Structures.