HNIS

India’s growing economy has led to an increase in the number of high net worth individuals (HNIs) seeking sophisticated legal solutions to manage and protect their wealth. The legal framework governing wealth management and succession planning includes various laws and regulations, such as the Indian Trusts Act, Income Tax Act, Foreign Exchange Management Act (FEMA), and others. Our team is well-versed in these regulations and provides strategic legal advice to ensure compliance and facilitate successful wealth management

We provide comprehensive legal services to high net worth individuals and families. Our expertise encompasses wealth management, estate planning, succession, philanthropy, and cross-border legal matters. We assist clients in navigating the complex legal landscape, ensuring compliance, protecting assets, and facilitating successful wealth transfer and preservation.

• Estate and Succession Planning:
  • Drafting wills and testamentary documents to ensure clear and legally binding distribution of assets.
  • Establishing private family trusts to protect assets and facilitate smooth intergenerational wealth transfer.
  • Advising on guardianship arrangements for minors and individuals with special needs.
• Wealth Structuring and Management:
  • Structuring family offices to manage investments and assets efficiently.
  • Advising on asset protection strategies to safeguard wealth from potential liabilities.
  • Assisting with the legal aspects of managing luxury assets, art collections, and other high-value properties.
• Tax Planning and Compliance:
  • Providing tax-efficient structures for wealth management and succession planning.
  • Advising on compliance with domestic and international tax regulations.
  • Assisting with tax filings and liaising with tax authorities as needed.
• Philanthropy and Charitable Giving:
  • Structuring charitable trusts and foundations to align with clients’ philanthropic goals.
  • Advising on compliance with regulations governing charitable organizations.
  • Assisting with the legal aspects of corporate social responsibility (CSR) initiatives.
• Cross-Border Legal Matters:
  • Advising on the legal implications of holding assets in multiple jurisdictions.
  • Assisting with the establishment of offshore trusts and entities.
  • Navigating the complexities of international estate planning and succession laws.
• Dispute Resolution:
  • Representing clients in disputes related to inheritance, trusts, and family settlements.
  • Advising on conflict resolution strategies to preserve family harmony.
  • Assisting with litigation, arbitration, and mediation proceedings.

Our firm combines deep industry knowledge with legal expertise to deliver practical solutions tailored to the unique needs of high net worth individuals. We understand the complexities of wealth management and offer proactive legal support to help clients achieve their personal and financial goals while mitigating risks.