We offer complete support for knowledge and asset transfer to future generations.

Estate planning | Creating a different set of beneficiaries for separate ‘pool of assets’ | Protection from bankruptcy | Philanthropy

In order to create a lasting legacy, it’s necessary to build a long-term structure for the management, control and succession of your wealth. This structure is finalized by aligning our strategy with the core values that you’d like your wealth to exhibit. We offer complete support for knowledge and asset transfer to future generations. We have an array of services that mentor and empower the younger generation of the family; at the same time, instilling values that will perpetuate the family’s legacy. We also use our expertise and comprehensive understanding of the intricacies of multi-generational and multi-country wealth management to help our NRI clients looking to manage their Indian assets. To this end, we also enable using trusts as an effective investment platform. They can be instrumental in:

  • Estate planning
  • Enabling ease of administration
  • Securing the confidentiality of financial transactions
  • Creating a different set of beneficiaries for separate ‘pool of assets’
  • Protection from bankruptcy, Philanthropy