Wealth Transmission – Estate Planning, Wills & Trusts

Legacy planning is a financial strategy that prepares a person to bequeath his or her assets to a loved one or next of kin after death.

We help solicit onshore estate and succession planning for Indian resident and NRI, offering the most appropriate solutions by adhering to Indian and worldwide laws.

Services Offered: Trust formation, Corporate trustee, Management trustee or trust administration, Will drafting, Executorship services & Custodian services.

Estate Planning – is the process of anticipating and arranging for the disposal of your estate during and after your lifetime.

An Estate plan Includes:

• Estate Management,
• Estate preservation &
• Estate legacy

A Will expresses ‘the wishes’ of a person with regard to the one-time distribution of Wealth after one’s lifetime.

A Private Family Trust allows controlled management and distribution of wealth in a ring-fenced structure during and after the lifetime of the Settlor.

We work with our partners to help create a private trust that can then address all the needs of our clients.