Estate Planning

An important aspect of Financial Planning process is efficient transfer of wealth to successive generations through estate planning. An ill planned succession risks negative financial consequences for the family fortune and leads to unnecessary stress and conflict among family members. We help our clients tailor a structure to articulate and implement their vision for succession and continuity of the family wealth during their lifetime.

Following are the levels of our services:-

  • Estate Plan Advisory
  • Preparation of Wills
  • Trust Formation
  • Trust Management
  • Client Associates as executors
  • Complex structures like holding companies
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