Private Client Practice

This is a dedicated team with deep experience in assisting leading promoter families, family businesses, young entrepreneurs, family offices and High Net Worth Individuals on their private wealth and estate planning. It includes the formation and governance of trust structures, family business successions, settlement of family disputes, group re–organisations/ restructurings, issues germane to holdings in listed companies and related SEBI consequences, planning with respect to cross–border assets and/or for international private clients, management of specialised assets (such as art and artefacts) and high–value philanthropic bequests.

We seamlessly leverage the other practices of our full–service firm to offer tailored advice to our clients, while continuing to act as the relationship contact for the family.

This enables us to provide specialist advice in areas such as real estate, securities law, intellectual property, disputes, forensics and tax law.

These alternate focus areas are complementary to the advice provided by our partners to private clients, and enable them to bring in a depth of expertise that may not be available to advisors with a more limited focus.

Private clients tend to have a diverse range of requirements in addition to non–law related considerations such as confidentiality concerns, reputational risks and the impact of personal planning on business related issues.

Our well-recognised private client practice group, which comprises of professionals with the necessary expertise and experience on areas like trusts, taxation, wills and other testamentary instruments, obtaining probates, approvals from regulators, advice pertaining to corporate and securities laws and court related dispute resolution. The team further draws upon its expertise in other areas of practice such as real estate and intellectual property.

We advise clients on drafting family constitutions, restructuring family businesses, creation of trusts and wills, migration of residency and change of citizenship. With over 100 years in the industry, we understand the intrinsic importance that family values provide in building a successful and sustainable institution and we have the necessary expertise to deliver viable and long-lasting solutions for the needs of such families and their estates.