Organising your wealth
Ensuring your family legacy and wealth is preserved and passed down generations and remains aligned to the goals and values that you have set.
Ensuring that your assets are organized in a way that aligns with your goals and family circumstances and priorities is key to leaving behind a sustainable legacy for the family.
We can help you with solutions suited to your situation as a single miscalculation in your estate planning exercise can eclipse all your efforts to preserve, grow and transfer your wealth to the next generation.
You may have taken care of your estate planning to a certain extent, but are these plans still connected to your current situation? We can help ensure your key interests are protected and new opportunities mobilized.
WORKING WITH YOU
We make a point of discussing how your wealth is structured - where assets are housed, how they are titled and the use of contemporary solutions for wealth protection. Our Wealth Advisory team works alongside your private banker to ensure that you are getting the best possible advice, through all of life's stages.
We offer technical expertise and experience in wealth structuring and estate planning, protecting your wealth through a combination of trust and insurance propositions.
In addition, we have a strong fiduciary capability which ensures neutrality and institutional approach to governing family wealth.
Our capabilities include (i) succession planning through use of a combination of your existing corporate structure if any, coupled with Trust, Limited Liability Partnerships and Private Trust Companies, facilitating orderly transfer of wealth to successive generations and asset protection (ii) structuring employee benefit solutions to retain key employees and resultant wealth growth (iii) escrow mechanisms to hold family & business wealth.
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Wealth and Investment Management offices in India