As one of the leading wealth management companies in India, we have a specialized and dedicated in-house team to help our clients tailor a structure that articulates and implements their vision for succession. Our team works closely with each family to develop a customized wealth continuity plan that aligns with their unique needs, values and goals. Drawing upon our extensive experience as wealth advisors and multifamily offices expert, we take a proactive and forward-looking approach to help each client family optimize their wealth for the benefit of current and future generations. Our in-depth understanding of the complexities of multigenerational wealth allows us to craft plans that maximize financial benefits while strengthening family unity.

• Estate Plan Advisory

• Preparation of Wills

• Trust Formation

• Trust Management

• Client Associates as executors

• Complex structures like holding companies

A case study approach to assess and advice Private Clients on their need to protect their existing & future assets by way of structured insurance. As an independent wealth management and multifamily offices platform, we are able to source the best protection solutions for our Private Clients.