Advisory Services

Succession Planning

  • Providing planning and advice for optimal structures concerning the holding of immovable properties and shares.
  • Formulating plans and established Private Family Trusts.
  • Planning and drafted Wills, Codicils, and various Family Settlement documents, including Memorandum of Family Settlement, Letters of Wishes, Declarations, Relinquishments, Affidavits, etc.
  • Assisting in the registration of Wills, Trust deeds, sale deeds, etc., before the Registrar.

Business Structuring

  • Drafting family charters to establish transparent values, goals, and governance structures for the family office.
  • Formulating plans for business structuring, incorporating mergers, acquisitions, slump sales, asset sales, etc., with a thorough review of income tax, GST, and stamp duty aspects.
  • Conducting target due diligence to ensure informed decision-making in the business structuring process.

Tax and FEMA Advisory

  • Formulating plans for the sale of immovable properties and shares.
  • Analyzing tax costs associated with entry and exit strategies.
  • Executing tax planning initiatives and ensured compliance.
  • Efficiently utilized tax treaties to optimize benefits.
  • Designing tax structures for optimization across multiple jurisdictions.
  • Advising on tax-efficient inbound and outbound investments.
  • Providing guidance on Double Taxation Avoidance Agreements (DTAA) and related aspects.
  • Valuation of shares and related aspects
  • LRS related advisory to individuals
  • Handling Technical queries related to Overseas Investment outside India and Foreign Direct Investment in India

Family Offices

  • Managing Family offices of Promoters of Corporates and business houses.
  • Addressing routine queries related to Income Tax and Regulatory matters.
  • Advising on routine and regular transactions from Tax and FEMA perspective during the year.
  • Conducting quarterly reviews of financial and tax data, presenting reports on pertinent issues to the Management.
  • Providing tax planning recommendations based on the quarterly review of financial data.
  • Conducting meetings with CFOs and Promoters, presenting insights and suggestions.
  • Coordinating with foreign lawyers and professionals, representing the client for queries and planning in foreign jurisdictions.