CIN: U69100WB2024PTC269620WEDNESDAY, 2 SEPTEMBER, 2026
← All Expertise/Chamber No. ix
EXPERTISE NO. 09 • PRIVATE CLIENT CHAMBERS
ix

Private Client Practice

Estate Planning, Succession, Wills, Trusts & Family Arrangements

6
Service Lines
3
Precedent Matters
4
Deliverables
PTR
Partner Review
Chamber Mandate & Practice Scope

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.

Key Service Lines & Counsel Expertise

Service Offerings — 6 Lines

01Estate Planning & Wealth Succession Structuring
02Will Drafting, Codicils & Probate / Letter of Administration
03Private Family Trusts (Revocable / Irrevocable) & LLP Structures
04Family Arrangement / Partition Deeds & Settlement
05Matrimonial Property Agreements & Asset Protection
06Charitable Trusts, Foundation & CSR Structure
Representative Precedent Matters

Selected Engagements & Case Precedents

A

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.

B

Drafted and executed 150+ wills and private family trusts for senior professionals, NRI clients, and business owners with cross-border assets.

C

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.

Counsel Deliverables

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
Suitable Profile

HNIs, UHNIs, promoter families, and family offices requiring bespoke, discreet, and tax-efficient succession and estate planning.

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Cross-Chamber Reference

Complementary chambers frequently engaged together with Private Client:

Brief Chamber ixPrivate Client

Mandate a discrete or standing engagement. All briefs receive direct partner-level oversight and are governed by a formal engagement letter.