Private Client Practice (Including wills, trusts, estate and succession related matters)

Home Expertise Private Client Practice (Including wills, trusts, estate and succession related matters)

SNG has a full-fledged practice which caters to Private Capital and Family Offices and also supports the initiatives taken by Private Banking. In over two decades, the Firm has advised well-known families, high net-worth individuals (HNIs) and ultra-HNIs in the following areas:

  • Succession Planning, which includes advising on appropriate structures, will-writing and Trust creation
  • Business Succession Planning
  • Restructuring Family Partnerships, Investment Companies and Companies engaged in business activities/Corporate Houses
  • Family governance-related issues
  • Executorship

Business Succession Planning:
It takes years to build and establish a business for it to reach legacy status. To ensure that the true worth of the legacy is realised at the time of sale, transfer or exit, there is a need to develop and implement a business succession plan. A unique approach with a well-executed succession plan can bring peace of mind to move ahead.

Estate and Trust Services
To safeguard prosperity for the future, and guide families in the preservation and transfer of assets, SNG has the expertise to ensure that the right structures are created and are in line with local laws and regulations.

Family governance
Family business is a common feature in Asia, particularly in India where most of the businesses are family-controlled. It is important for the concerned family members to know their respective role and responsibility pertaining to the business. There are situations when immediate family members are not available to run the business and are compelled to appoint professional management. In order to address these issues, SNG has assisted many families to put a governance structure in place.

The Firm works closely with Warmond Trustees & Executor Services Pvt. Ltd., a well-known Trust Company, and is able to provide workable solutions on complex matters of Succession-related issues and laws.

SNG also advises its clients on Wills, Codicils, Laws of Inheritance, and Partition issues. The Firm also handles assignments for obtaining Probate, Letters of Administration and Succession Services from appropriate Courts in respect of assets in testamentary and non-testamentary cases.

Offices

New Delhi
New Delhi
Doha
Singapore