- Family Office Setup
- Setting up of Trust/ Governance/ Family Council and Succession Planning
- Income Tax in family office structure
- Valuation
- Due Diligences and Forensic Audit
- Drafting of legal documents
- Corporate Laws
- Compliance and Documentation
- Business Development
- Mergers and Acquisitions
Income Tax Advisory & Compliance
• Expert Knowledge of Income Tax laws
• Provide strategic advice on complex taxation matters
Trusts & Estate Structuring
• Set up and manage private family trusts, charitable trusts, and offshore structures
• Draft trust deeds in collaboration with legal advisors
• Advise on revocable vs irrevocable trusts, roles of settlors, trustees, and beneficiaries
• Maintain compliance and reporting for trusts under Income Tax, FEMA, and FCRA
Succession & Estate Planning
• Work with legal teams to draft Wills, family constitutions, shareholding arrangements, and succession blueprints
• Support in execution of inheritance plans, asset transfers, and business continuity strategies
• Assist in defining family governance frameworks, roles, and dispute resolution mechanisms
Family Settlements & Dispute Advisory
• Structure and mediate family settlements involving ownership, control, and asset division
• Analyze and advise on implications of family arrangements (tax, compliance, asset holding)
• Provide financial advisory in inter-family negotiations, realignments, or demergers
Draft and negotiate legal documents including:
o Shareholder & Subscription Agreements (SHA/SSA)
o M&A documentation (SPA, JV agreements, SLAs)
o Family Constitutions, Wills, Trust Deeds, Gift Deeds
o Commercial contracts & NDAs
Support and lead legal due diligence for:
o Business acquisitions and divestments
o Private equity and venture capital investments
o Strategic family business realignments
Assist in corporate structuring and entity setup:
o SPVs, LLPs, family trusts, holding companies
o Regulatory compliance under Companies Act, FEMA, SEBI
Advise on succession planning and governance:
o Design and execute legal frameworks for inter-generational wealth transfer
o Draft legal documents to implement family charters and council mechanisms
CA
3-5 Years
Above Rs.600,000/-
CAclubindia
