Category Archives: Estate & Succession Planning

As India anticipates the next wave of intergenerational wealth transfer, conversations around succession planning are gaining renewed urgency. Among the tools available to preserve and pass on wealth thoughtfully,

Marriage is often considered a sacred institution in India, deeply rooted in tradition and societal values. Unlike in many other countries where prenuptial agreements (prenups) are legally binding contracts that outline financial and asset-related arrangements in the event of a separation, the Indian legal system does not formally recognize such agreements

Preserving wealth and sustaining a family legacy is a journey that spans generations. For family offices, ensuring this journey is seamless and empowering for every family member, including the next generation, is both a responsibility and an opportunity to add lasting value. The future of wealth management depends on how well the younger generation is […]

Since ancient times, a strong foundation has been recognized as the cornerstone of sustainable success. The key elements that form such a foundation are a clear vision, a systematic and adaptable framework, and rigorous governance—all anchored by the core values that drive individuals and families forward.

The best time to create a succession plan was yesterday. The second best time is today. It’s astounding that so many high net-worth individuals (HNIs) don’t even prepare a basic Will. As a financial adviser, I always ask my clients to put a foolproof succession plan in place and avoid great misfortunes. In 2011, I visited the Hyderabad…

Divorce and Trust- What’s the relation?!

Given the vagaries of life, parents of a person with special needs should set up a special Trust for this person as soon as they learn about his/her medical condition.