- We understand and try to optimize the promoter's business/ family’s holding with the view to plan succession, in a manner that considers the requirements and desires of the family members
- We advise promoters on the trust formation, and advisory on compliances w.r.t. Trust Laws, SEBI and RBI guidelines (wherever applicable).
- We assist the Promoters/Patriarch in evaluation and implementation of the Succession Planning through Trust Formation.
Our Services
We follow an integrated approach and act as a single point of contact for the Concept and implementation of the trust formation.
Conceptualization
- Review of existing family arrangements, wills (if any)
- Undertake a detailed fiscal and regulatory review in view of the structure and intergenerational transfers planned
- Discuss and determine the rights, powers of the Trustees and benefits to be allocated to the beneficiaries
Implementation
- Act as project manager (end to end support) and overall advisor to Trust Formation
- Liasioning with the lawyers/ external consultants (if required)
- Drafting, Discussions, Assistance in review and finalization of trust documents, Letter of Wishes etc
- Registration of Trusts