In India, family offices and trusts operate under regulations set by the Reserve Bank of India (RBI) and the Securities and Exchange Board of India (SEBI). While trusts must register under the Indian Trusts Act, 1882, family offices, though less regulated, need to comply with financial laws depending on their investments. Key considerations include compliance with the Income Tax Act, 1961 for tax liabilities, and adherence to the Foreign Exchange Management Act (FEMA) for foreign investments. Both entities must also follow anti-money laundering laws under the Prevention of Money Laundering Act, 2002. Privacy is crucial for family offices, and trusts are often used in estate planning, requiring navigation of Indian succession laws.


In this era where wealth preservation, succession planning, and multifaceted financial arrangements have gained importance, our Family Offices Practice , works together with our corporate, real estate and tax practices to provide value to our clients.

We provide comprehensive legal services to high-net-worth individuals and families, providing a wide range of services including tax planning, estate planning & wealth transfer, family office formation and asset protection, succession planning, trust administration, real estate transactions, cross border planning and risk management.


Estate Planning and Wealth Transfer

We assist clients with comprehensive estate plans that outline how their assets will be distributed upon their passing. This includes drafting wills, trusts, and other legal documents to ensure that the client’s wishes are carried out while minimizing tax liabilities.  

Tax Planning and Optimization

Advisory on minimizing tax burdens across generations. This can involve utilizing tax-efficient structures, taking advantage of tax exemptions, and navigating India’s complex tax landscape to preserve wealth.  

Family Office Formation and Asset protection

Assistance in setting up and structuring family offices, which are dedicated entities that manage the financial affairs of our clients. This includes addressing regulatory compliance, governance, and operational aspects. Our practice includes advising our clients on most optimum legal structures to avoid personal litigation, bankruptcy protection and other threats. This may involve setting up trusts, limited liability companies (LLCs), and other legal entities. 

Succession Planning

We ensure a smooth transition of leadership and ownership within a family-owned business by assisting in developing succession plans that outline the process for passing on management and ownership responsibilities. 


Trust Administration

We work with trustees to administer trusts, ensuring that beneficiaries receive their intended distributions and that the trust’s goals are met over time. 

Real Estate Transactions

We provide guidance for families with significant real estate holdings on acquisitions, sales and leases ensuring that these assets are optimized for growth and income. 

Cross-Border and International Planning

Advisory on navigating the complexities of international tax, estate planning, and legal systems to create cohesive strategies that align with global objectives for families with assets and interests in multiple jurisdictions. 

Risk Management

Assistance in identifying and mitigating legal and financial risks, which can include issues related to litigation, cybersecurity, and regulatory compliance.