The preservation and transfer of family wealth across generations raises legal, tax, and structural questions that, if not addressed carefully, can give rise to disputes and result in outcomes that do not reflect the family’s wishes. India’s legal framework provides a range of tools for succession planning and wealth structuring, including wills, trusts, family settlements, and nominations, each with its own legal requirements and consequences. At DNP Advocates and Solicitors, we assist families and high-net-worth individuals in structuring their affairs to reflect their intentions and protect their legacy.
Our Family Wealth, Trusts & Succession Planning practice covers the drafting of wills and trust deeds, advisory on succession under personal laws, family settlement agreements, and the structuring of family offices and wealth holding arrangements. We assist clients in planning the transfer of assets, including property, business interests, and financial investments, in a manner that is legally sound, tax-aware, and reflective of the family’s objectives. DNP’s approach is discreet, considered, and tailored to the specific circumstances of each family.
Our Services Include
Why DNP
Our team advises clients on succession planning with sensitivity to both the legal requirements and the family dynamics involved. We assist in structuring arrangements that are clear, properly documented, and likely to hold up over time, and represent clients in succession disputes when they arise. We work across the range of succession frameworks applicable under India’s personal laws, and advise on structures suited to families with diverse asset profiles.