Succession Planning & Promoter Advisory

As businesses become large and global,  families become multi-national and regulations become complex, it becomes imperative to plan ownership structures such that they are able to keep pace with the dynamic environment yet help achieve the intrinsic objectives of wealth preservation, efficient growth and a robust succession. Towards this end, we work closely with families in planning and implementing ownership structures and creation of sound succession structures.  We are consistently able to tailor bespoke solutions for families with multi-jurisdictional needs, and bring in the right expertise required on overseas laws and taxes by working together with overseas experts.

We offer a wide range of services in relation to our Succession Planning and Promoter Advisory practice, including:

  • Reviewing investment holding structures for Promoter families from tax and regulatory perspective.
  • Tax advisory on sale of assets and shareholdings in companies
  • Residency planning from a tax and FEMA perspective
  • Advisory on repatriation of capital under various available routes (such as LRS, NRO/ NRE, OPI, etc)
  • Creation of onshore and offshore family trust structures and efficient settlement of assets
  • Assistance in obtaining approvals from regulatory authorities (such as RBI, SEBI, NCLT etc)
  • Assistance in drafting trust deeds, wills, family charter documents.