Estate & Succession Planning
- A dedicated adviser will understand client’s
succession aspirations & help create asset protection
strategy including formation of trusts Onshore &
abroad so the wealth can be successfully protected
in case of any eventuality, preserved & passed
on to the next generation.
Philanthropy
- Humanity is incomplete without the desire to
give and the families which have been fortunate
to receive more than most have a responsibility
to contribute back to the larger humanity. On client’s
wish, our adviser will assist set up charitable
foundations or directly contribute to client’s
choice of cause and will help measure & report
both social and emotional progress achieved by such
contributions.
Family charter preparation
- As the business grows and family wealth and size
expands, it is important to manage aspirations of
different family members across generations to ensure
strong & vibrant relationships with in the family.
A dedicated adviser will work along side the family
confidante to help create a family charter &
to professionalize the process to meet the aspirations
of all family members.
Family corporate governance
advice
- A good family corporate governance ensures all
family members are contributing either directly
or indirectly towards success of the family business.
A dedicated adviser will work alongside the family
confidante to ensure effective implementation
of the family charter and its governance professionally.
Family conflict management
support
- The serious damage to family businesses start
much before the family conflicts come out in
open as unmet aspirations of family members
reduce their productive contribution to businesses
much earlier. Our adviser having advised numerous
families in such situations will professionally
help family confidante to resolve potential
conflicts in advance.
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