Investment advisory and family offices

Family businesses are the most prevalent form of business ownership across the world. As per one estimate, family businesses make up over 90% of the world’s companies. Promoter and family wealth related matters involve sensitive issues and cookie-cutter solutions may not achieve desired results. Dynamic and ever evolving domestic and international tax and regulatory landscape germinates myriad challenges and warrants the need to ensure that the operations are structured in an efficient and compliant manner. Catering to promoter-centric needs requires specialized discreet solution-based approach taking into account promoters’ needs. Preservation and maximizing personal and family wealth involve various tangents such as personal aspirations, family dynamics and other socio-economic factors. All this warrants a distinct approach and bespoke and tailored solutions of trusted advisors.

Our range of services include

Family Office Services

Ring fencing of personal assets of the promoter family calls for family office buildout. We will assist you creating a family office in India including review/drafting of relevant charter, reviewing policies, strategic planning, wealth transition. Supporting existing family offices with the evolution of the domestic and intentional tax laws it is imperative to re-evaluate overseas holding structures and building in efficiencies in the structure.

Value Consolidation

We assist promoters in realignment of the current promoter shareholding to attain value consolidation, ring-fencing promoters from operational and other risks, and enable fund raise/succession planning needs. This also involves putting in place a tax efficient profit extraction strategy from investee companies to ensure long-term upstreaming of the profits with minimum tax seepage.

Family Assets Planning

Overseas assets help in diversification and attaining different assets class. We provide valuable insights and bespoke solutions including funding modalities for overseas acquisition to help effectuate the investment activity in a tax efficient manner. Families often maintain substantial personal and business interests in a variety of economies and tax jurisdictions. We can help in devising structures for holding overseas assets with the objective of protecting wealth and managing tax exposure across locations.

Succession Planning

The key to successful succession planning is clearly defining how assets should be structured to pass interests in the business and/or assets to the chosen beneficiaries in the most in a tax efficient and regulatory compliant manner through trusts or other structures. We also provide comprehensive handholding solutions to ensure transfer of existing Indian/overseas assets to the intended beneficiaries through gifts, will, HUF, Indian/overseas trust structures (including jurisdiction of the foreign trust).

Investment establishment and HUF planning

We assist promoter in creating wealth through acquisition and investments in an efficient manner from the promoter perspective. Our tax specialists also assist promoters to structure asset holding vehicles for their overseas personal and business interests in a variety of economies and tax jurisdictions. The goal is to protect global wealth whilst managing tax exposure across a range of different taxes and locations.

Retirement / investment planning

We provide expert retirement and investment planning services to help you achieve financial security. Our team creates customized strategies, diversifying your portfolio to align with your goals and risk tolerance. Through regular reviews, we ensure your investments grow and stay on track for your future needs.