Estate Planning & Charitable Trusts

In today’s world of uncertainty and complexity of law, it is very important to have thoughtful planning of one’s wealth and assets. Govt is also planning to bring back estate duty tax. 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.

  • Estate Plan Advisory
  • Preparation of Wills
  • Trust Formation
  • Trust Management

Section 8 companies & Charitable trusts

We specialize in forming various types of NGOs through Trust Structure or Section 8 companies. We help our clients applying for tax exemptions with tax authorities. Our role also extends to advisory on management of these NGOs.