How we help
\ Estate, Legacy and Succession PlanningMany families drop the baton when it comes to intergenerational transfer of Wealth, Power, Expertise, Values.
Succession Planning often gets relegated to the backburner. In the worst-case scenarios, the older generation never completes the task, leaving the next generation in disarray. On such occasions, the next generation may squander substantial resources in interminable legal tussles.
The attitude and skillsets of scions may not be suitable for a family-run business, which means the family will need to reinvent itself.
The baton must be passed at the optimal moment, and this requires the input of an objective yet committed outsider.
We work closely with the family so that to crystallise their vision for the future.
Through Estate, Legacy and Succession Planning we ensure that all the effort you have put in nurturing your wealth does not go in vain.
In addition to entrepreneurial families, it is extremely useful to CXOs, promoters exiting businesses, NRIs/OCIs/PIOs expecting inheritances, celebrities, and families with differently-abled dependents.
Creation of the Family Charter and Family Constitution
Drafting of Wills
Setting up of Trusts (charitable as well as private)
Drafting of Shareholders’ Agreements, Settlement Deeds, Gift Deeds etc
Corporate Trusteeship
Administrative services
Family Conflict Management
Mentoring of the next generation
Management/restructuring of stakes in family-run businesses
Contingency Planning
Commit substantial inhouse resources to the task of Estate, Legacy and Succession Planning.
Encourage clients to persistently focus on this front till the legal documents are in place.
Bring extra discretion while dealing with sensitive family matters. Involve fewer people in the process.
To know more, please feel free to reach out to us at +91 80 4147 9777.
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Ex- Executive Director of ITC and client of Entrust since 2019