Secure your wealth, safeguard your legacy
We offer comprehensive succession and estate planning ensuring wealth continuity, minimizing risks, and safeguarding beneficiaries through trusts, wills, foundations, and cross-border solutions.
Plan Today. Preserve Tomorrow.

Legacy and succession planning ensures that wealth and businesses transition smoothly across generations, avoiding disputes and unintended consequences under intestate laws. Our approach addresses gaps often overlooked in wills, such as incapacity scenarios, and navigates cross-border complexities like estate taxes, forced heirship rules, and foreign exchange regulations. By designing wills, trusts, family charters, and governance frameworks, we create clarity and continuity.

With stage-wise implementation and periodic review, we align plans with evolving family dynamics, laws, and values. This service is especially vital for business families and HNIs seeking structured continuity.
We combine technical expertise with a family-inclusive approach, engaging next generations in the planning process to ensure buy-in, alignment, and lasting harmony across wealth transitions.
Succession scaled Succession Planning and Advisory

Services Offered

Business Continuity

We provide end-to-end succession planning for both business ownership and passive income assets, including mutual funds and real estate. Our services cover designing and drafting a comprehensive family governance framework, guiding you from initial planning to a fully established succession structure.

We design and draft trust deeds and shareholders’ agreements to implement and enforce a robust family governance framework, ensuring clarity, control, and alignment across generations.
We assist in establishing Foundations in jurisdictions such as the UAE, including selecting the optimal location and designing and drafting the foundation’s charter and by-laws.
We provide comprehensive cross-border succession support, including drafting and safeguarding wills, reviewing for additional protections, and advising on family arrangements, partition deeds, and HUF matters.
Guidance on estate and gift planning across jurisdictions—minimizing exposure to US estate and inheritance taxes, ensuring smooth asset transfer through trusts, wills, and compliant structures across borders.

Plan Today. Preserve Tomorrow.

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