LEGAL & CORPORATE ADVISORY
CIN: U69100WB2024PTC269620
Regd. Office: West Bengal, India
Private Client Practice
Estate Planning, Succession, Wills, Trusts & Family Arrangements
Full-Service Private Client Practice
Discreet and bespoke private client practice for high-net-worth individuals, promoter families, and family offices. Services span estate planning, testamentary and inter-vivos trusts, will drafting, succession planning, family charters, partition arrangements, and matrimonial property advisory with absolute confidentiality.
Service Offerings — 6 Lines
Selected Engagements & Case Precedents
Structured a multi-generational estate plan for a promoter family with ₹6,800 crore net worth spanning listed securities, real estate, and operating businesses using a combination of private trusts and holding company structures.
Drafted and executed 150+ wills and private family trusts for senior professionals, NRI clients, and business owners with cross-border assets.
Negotiated and documented a family arrangement and partition for a 3-sibling business family successfully dividing 4 operating companies and 22 immovable properties without litigation.
Standard Engagement Outputs
- ✔Estate & Succession Plan (Personalised Structure Note)
- ✔Full Document Suite (Will, Trust Deed, Power of Attorney, Family Arrangement)
- ✔Probate / LoA Filing & Representation Package
- ✔Annual Trust Administration & Compliance Calendar
HNIs, UHNIs, promoter families, and family offices requiring bespoke, discreet, and tax-efficient succession and estate planning.
Complementary chambers frequently engaged together with Private Client:
Brief Chamber ix — Private Client
Mandate a discrete or standing engagement. All briefs receive direct partner-level oversight and are governed by a formal engagement letter.
