The scope.
Everything covered under this practice — delivered by a partner, sized to your engagement.
Family office set-up
Governance, reporting and investment framework for a single- or multi-family office.
Estate & succession planning
Wills, gifting plans and step-up structures aligned to the family's objectives.
Trust & holding structures
Private trusts, holding companies and layered structures for continuity and tax-efficiency.
Cross-border families
Structures that work across jurisdictions where family members and assets sit in different places.
Promoter debt & liquidity
Loan-against-shares, structured liquidity and monetisation without diluting control.
Charitable & legacy structures
Endowments, foundations and CSR vehicles set up for the long run.
What you receive.
Tangible outputs from the engagement — the file, the pack, the report.
- Family office charter and governance
- Wills, gift deeds and step-plans
- Trust deeds and holding structures
- Cross-border structure memos
- Promoter-liquidity structures
- Charitable structure and compliance
The moments this pays off most.
Talk to us at these points — the sooner in the arc, the more value the work creates.
Business at generational transition
Structure before the moment, not after it.
Post-liquidity event
A material sale, IPO or dividend has created a portfolio that needs a home.
Family across geographies
Different residencies, different rules — one coherent structure.
Considering a private trust
Understanding what a trust does and doesn't do before signing.