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Estate & Succession Planning

Understand individual objectives for estate & succession planning
Share best industry practices
Advise on entity structures to minimize liabilities and safeguard assets
Assist in creating succession framework for family businesses
Liaise with India’s leading experts for any specialized requirement
Collaborate with US Counsel /CPA (if necessary)
Assistance in drafting entity-related documents
Ensure compliance with relevant laws to mitigate potential challenges

Trust Creation & Management

Advice on Trust Structure in alignment with objectives
Assistance in drafting Trust Deed
Obtain PAN & TAN Number to keep Trust ready
Facilitate settlement or contribution of assets into the Trust
Manage distributions from trust funds as outlined in the Trust Deed
Conduct periodic reviews and prepare minutes
Assist with regulatory compliance as needed
Maintain accounting records and liaise with auditors
Facilitate audit support, tax computations & ITR filing
Act as representative assesse for Income Tax

Family Constitution

Document Family’s vision, mission, values and governance policies
Advise on creating family structures like councils and boards
Define rules for succession, decision making and conflict resolution
Establish guidelines for ownership and rights on family businesses
Develop communication protocols to avoid family conflicts
Facilitate family meetings and councils to review governance and progress
Design exit strategies and buyout terms for family shareholders
Revise the Constitution, when needed
Align Family Constitution with legal & regulatory framework

Asset Ring- fencing

Advise on type of liabilities for ring-fencing – personal or professional
Assist identifying key assets that could need ring-fencing
Advise on entity formation and structuring of assets
Minimize regulatory costs / liabilities
Provide guidance on legal and compliance areas

Will & Execution Services

Advise on legal aspects in relation to Wills
Assist in drafting a personalized Will
Guidance on registration process for the Will
Reading the Will in front of legatees alongside co-Executors
Collate documents for filing of Probate Petition
Appoint a Probate lawyer as per requirement
Liaise with Probate lawyer for the Probate Order
Manage the Estate under executorship
Prepare the statement of final settlement

Fiduciary Services

Acting as trustee & administrator of the trust (Private/ Business/ Charitable)
Manage trust assets in alignment with the trust deed
Facilitate transfer of assets in a secure and timely manner
Open and maintain accounts
Ensure compliance with legal and regulatory standards
Track payments, milestones and timelines with contractual obligations
Ensure all fiduciary activities comply with local and international laws

Pre- IPO & IPO Related Legal Services

Understand objectives and principal shareholders’ interests
Assist in drafting shareholders agreements
Act as a Trustee for pre-IPO fund allocation and arrangements
Manage escrow accounts for secure fund flow
Provide assistance for commercial contracts and associated legal services
Provide support for financial and legal due diligence
Act as a monitoring agency for fund utilization post-IPO
Serve as Trustee for securities and debentures
Oversee creation and maintenance of security for lenders

Creation and Administration of Charitable Trusts

Assist in forming a Charitable Trust with Charity Commissioner
Register Charitable Trust with the Income Tax Department
Renewal of Section 12A registration certificate
Apply for / Renew 80G certificate
File annual budget with the Charity Commissioner
Audit & File accounts of Charitable Trust with Charity Commissioner
Conduct Income Tax audit for Charitable Trust
File Income Tax return for Charitable Trust
File relevant returns under the Income Tax Act
Manage FCRA registration and relevant certifications

TRUST • LEGACY • PROTECTION

OUR SERVICES

Thoughtful solutions for protecting assets, preserving legacies and building lasting structures for generations.

Estate and succession planning

01 / PLANNING

Estate & Succession Planning

Understand individual estate and succession objectives.
Share industry best practices for effective planning.
Structure entities to safeguard assets and manage liabilities.
Develop succession frameworks for family businesses.
Coordinate with legal, tax and international experts as required.

Trust creation and management

02 / TRUSTS

Trust Creation & Management

Recommend trust structures aligned with individual objectives.
Assist with Trust Deed drafting and PAN/TAN applications.
Facilitate the settlement and contribution of assets.
Manage distributions, records and periodic trust reviews.
Coordinate compliance, audits, tax computations and filings.

Family constitution and governance

03 / GOVERNANCE

Family Constitution

Document the family's vision, mission, values and policies.
Define family councils, boards and governance structures.
Establish succession and decision-making guidelines.
Set ownership rights and family business protocols.
Facilitate family meetings, conflict resolution and revisions.

Asset protection and ring-fencing

04 / PROTECTION

Asset Ring-Fencing

Assess personal and professional liability exposures.
Identify assets requiring appropriate protection structures.
Advise on suitable entity formation and asset structuring.
Help manage regulatory costs and potential liabilities.
Provide guidance on applicable legal and compliance matters.

Will preparation and execution services

05 / LEGACY

Will & Execution Services

Provide guidance on legal aspects relating to Wills.
Assist in preparing personalised Wills.
Guide clients through the Will registration process.
Coordinate probate documentation and legal support.
Administer estates and prepare final settlement statements.

Fiduciary and trust administration services

06 / ADMINISTRATION

Fiduciary Services

Act as trustee and administrator for eligible trusts.
Manage trust assets in accordance with the Trust Deed.
Facilitate secure and timely asset transfers.
Coordinate account maintenance and contractual milestones.
Monitor compliance with applicable legal and regulatory standards.

Pre-IPO and IPO related services

07 / CAPITAL MARKETS

Pre-IPO & IPO Related Legal Services

Understand issuer objectives and shareholder interests.
Assist with shareholders' agreements and related arrangements.
Support pre-IPO fund allocation and escrow arrangements.
Coordinate commercial contracts and due diligence support.
Provide trustee, security and post-IPO fund monitoring services.

Creation and administration of charitable trusts

08 / PHILANTHROPY

Creation & Administration of Charitable Trusts

Assist with charitable trust formation and registration.
Coordinate eligible Income Tax registrations and renewals.
Support 80G applications and renewals where applicable.
Coordinate budgets, audits, accounts and tax filings.
Assist with FCRA registration and related compliance requirements.

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Estate & Succession Planning

Trust Creation & Management

Family Constitution

Asset Ring-fencing

Will & Execution Services

Fiduciary Services

Pre- IPO & IPO Related Legal Services

Creation and Administration of Charitable Trusts

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