Private client in India

AZB & Partners

AZB & Partners predominantly advises business owners, entrepreneurs and their families on succession planning, estate planning, tax structuring, settlement agreements and cross-border wealth transfers. In addition, the team has further expertise in matters involving alternative asset classes, philanthropic bequests and family governance. Shreya Rao's expertise is broad, however her international private client practice is a particularly strong area of focus. Ajay Bahl, who is a qualified Chartered Accountant, specialises in the tax structuring of complex transactions. Anand Shah often represents HNW clients acquiring or investing in new businesses. Anil Kasturi assists clients with succession planning, corporate reorganisations and family settlements.

Other key lawyers:

Anil Kasturi

Key clients

Goldman Sachs

Kotak Mahindra Bank

JP Morgan

Entrust Family Office

Griffin Family Office

DBS

Merrill Lynch

Edelweiss Wealth Management

Centrum Wealth Management Limited

Work highlights

  • Advise undisclosed clients of Merrill Lynch with respect to custody services, banking arrangements and investment management from time to time, in relation to the assets, wealth management and succession concerning such clients.

Cyril Amarchand Mangaldas

Cyril Amarchand Mangaldas advises HNW domestic and international clients on governance issues, succession and estate planning, the establishment of trusts, and various other areas of wealth management. Cyril Shroff specialises in advising family businesses on corporate governance and succession issues, including cross-border matters. Rishabh Shroff advises clients on tax structuring, estate planning and complex trust issues, such as settler reserved powers and appointment mechanisms. Principal associate Tanmay Patnaik has notable expertise in estate planning and the structuring of charities expanding into India.

Practice head(s):

Cyril Shroff

Other key lawyers:

Rishabh Shroff; Tanmay Patnaik

Khaitan & Co LLP

Khaitan & Co LLP's practice advises HNW clients on estate planning, succession planning, trust structuring and migration, corporate restructuring, and family law disputes. Haigreve Khaitan specialises in estate planning, trust disputes and probate and trust administration. Bijal Ajinkya specialises in the tax structuring of succession plans and tax disputes. Anuj Shah focuses on cross-border wealth management. Shabnam Shaikh is a go-to partner for clients involved in tax disputes, M&A transactions and investments. Senior associate Sachin Bhandawat joined the firm from Cyril Amarchand Mangaldas in August 2019.

Other key lawyers:

Shabnam Shaikh; Sachin Bhandawat

Shardul Amarchand Mangaldas & Co

Shardul Amarchand Mangaldas & Co' team frequently advises HNW individuals, promoters and business owners on family settlements, succession plans and asset ring fencing. Divi Dutta offers clients advice in all areas of wealth management, including trust structuring, wills and settlements. Associate Vrinda Pareek handles family settlements, succession planning, and the setting up of domestic and offshore trusts. In a recent highlight, Dutta and Pareek advised the promoters of O.P Jindal Group on a family settlement agreement, which involved the restructuring of eight listed flagship companies.  

Practice head(s):

Shardul Shroff; Divi Dutta

Key clients

O.P Jindal Group

Hero Group:

HPL Electric Private Limited

Cigniti Technologies Limited

Mr. Arun Krishan Puri

Work highlights

  • Advised O.P Jindal Group on a family settlement agreement between four brothers and succession planning.
  • Advised the promoters of Hero Group on a family settlement agreement.  
  • Assisted the promoters of Cigniti Technologies with the drafting and execution of a family severance agreement.

Veritas Legal

Veritas Legal's practice handles the drafting of wills and trusts, succession planning and tax structuring. Abhijit Joshi has a strong track record of advising business houses and promoter families on wealth and estate planning including setting up and administering trusts. Kunal Doshi often represents HNW individuals in relation to business succession structures, including wills and trust deeds.

Practice head(s):

Abhijit Joshi; Kunal Doshi