Practice

What the practice does.

Four areas of counsel, designed for families who have moved beyond the question of building wealth, and are now asking how to govern it, transfer it, and preserve it across generations.

One Family Office Advisory Two Succession Planning Three Family Governance Four Wealth Strategy
Who We Serve

Counsel shaped by the family in front of us.

The four service areas below are constant. How they're sequenced, weighted, and applied depends on which kind of family is asking. The practice works selectively across six segments.

Signature segment

High Net Worth Entrepreneurs

Operating-stage founders with significant personal wealth tied to a company they still run. Counsel that integrates business decisions with personal balance-sheet structure.

Operating wealth · Pre-liquidity

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Family Businesses & Promoters

Multi-generational promoter families navigating succession, family governance, and the long handover from one generation to the next.

Multi-generational · Promoter-led

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Post-Exit Founders & UHNI

Founders and principals who have realised significant liquidity and are now translating operating wealth into a long-term invested wealth strategy.

Post-liquidity · Invested wealth

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Senior Professionals & CXOs

C-suite executives, partners, and senior professionals whose wealth has been earned through career, equity grants, and disciplined accumulation.

Earned wealth · Time-poor

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Global Indians & Cross-Border Families

NRIs and families with international income or assets who require India-focused wealth governance and a single integrating point of counsel.

Cross-border · NRI / OCI

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Legacy Families & Principals

Established families whose questions are no longer about performance, but about succession, continuity, and the structures that hold wealth across generations.

Multi-generational · Legacy-focused

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See each segment in detail

One

Family Office Advisory

Building wealth is a remarkable achievement; ensuring it lasts across generations is a different discipline. The practice serves business families who have created something extraordinary and now want to protect, structure, and pass it on with intention.

The work spans setup of single- and multi-family-office frameworks, consolidation of fragmented advice, and the design of an integrated architecture across investments, structures, and reporting — grounded in the reality of how Indian business families actually operate.

For Families ready to move from informal arrangements to a structured family-office architecture.

Engagement Multi-year, principal-led, by referral.

Two

Succession Planning

Succession is rarely a single event. It is a sequence of decisions — about ownership, control, role, and intent — that begins long before any document is signed and continues long after.

The practice helps families design succession roadmaps that align legal structure with family reality: estate plans, trusts and holding-company architecture, ownership transfer mechanics, next-generation onboarding, and the difficult conversations that most professional advisors avoid.

The aim is not to write the perfect document, but to leave the family with a structure that holds together when the principal is no longer in the room.

For Principals planning the next 10–20 years of ownership and control transition.

Engagement Multi-year, principal-led, by referral.

Three

Family Governance

Governance is not a one-time decision; it is a living process that evolves alongside the family, the business, and the next generation. The practice works with families to establish, refine, and adapt governance frameworks that balance tradition with transition, and values with strategy.

The approach is rooted in parallel governance: supporting both the family and the enterprise in tandem, with structures that serve each side while keeping them aligned. Outputs include family constitutions, family councils, investment committees, decision-rights frameworks, and conflict-resolution protocols.

For Families confronting decision-rights questions across generations, branches, or entities.

Engagement Multi-year, principal-led, by referral.

Four

Wealth Strategy

Most Indian business families hold the bulk of their wealth in a single operating asset. The transition from concentrated operating wealth to diversified invested wealth is one of the most consequential financial decisions a family will make — and one of the least rehearsed.

The practice provides counsel on asset allocation philosophy, liquidity planning, structuring of invested wealth across entities and jurisdictions, and the long-term policies that govern how invested wealth is managed once the operating business is no longer the centre of gravity.

There are no commissions, no in-house funds, no distribution incentives. The only alignment is with the family.

For Families approaching, or recovering from, a liquidity event.

Engagement Multi-year, principal-led, by referral.

Within Family Office Advisory

Six sub-disciplines.

The architecture of a family office is rarely a single decision. These are the threads the practice works on, individually or together, depending on the family's stage and shape.

1.1

Family Office Setup

Move from informal decision-making to a structured single-, virtual-, or multi-family office — without losing the personal touch. The work begins by asking seven critical questions about purpose, governance, ownership, transition, harmony, growth, and talent.

1.2

Wealth Architecture Framework

Rebuild the structural design behind every decision a family makes about capital — how it is held, where it sits, who controls it, and how it moves. The output is a single integrated framework that ties holdings, entities, and policies into one coherent picture.

1.3

Family Settlement

Navigate intra-family dynamics, align expectations, and create structured agreements that uphold trust, fairness, and long-term unity — addressing intergenerational transition, business or real-estate portfolios, and the prevention of future conflict.

1.4

Family Governance

Cross-referenced with the dedicated section below — governance is both a sub-service of Family Office Advisory and a top-level engagement on its own.

See full section ↓
1.5

Philanthropy

Institutionalise giving — aligning philanthropic goals with financial planning, governance frameworks, vehicle selection (foundations, trusts, donor-advised funds, CSR entities), next-gen engagement, and impact measurement.

1.6

Family CFO Services

A corporate-finance discipline applied to the household balance sheet: consolidated reporting across entities, cash-flow oversight, liquidity planning, vendor and advisor coordination — the quiet administrative work that keeps a family office running.

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