Trilegal's team advises on the full spectrum of private client matters, consisting of estate and succession planning, family governance, tax and regulatory compliance, and trust structures. It is noted for representing high-net-worth individuals and family businesses in domestic and cross-border succession matters. Tanmay Patnaik leads the team from Mumbai, and specialises in trust structuring, wills, and family business restructuring. Another notable member of the team includes dual-qualified lawyer and chartered accountant Raj Chheda, who has longstanding experience in the private client practice, and is noted for advising clients on personal tax matters.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
‘Having worked closely with one of the partners, I’ve appreciated the team’s commercial clarity, responsiveness and deep domain expertise. The practice is distinguished by its partner-led execution and ability to offer practical, client-aligned solutions. Their collaborative style and openness to flexibility make them stand out from other firms.’
'Tanmay Patnaik stands out for their clarity in structuring complex transactions in a manner that’s both compliant and practically executable. What I’ve particularly valued is his responsiveness and ownership. He invests himself in the outcome, which builds trust and momentum. Overall, it’s the combination of legal acumen, collaborative attitude and commercial orientation that sets him apart from others in the field.’
‘Raj Chheda was my main contact at the firm and he did a superb job managing all other firms we had to bring to the table. He was always available when I had questions for him. Most importantly, he took full ownership of delivering the solution, keeping me involved and informed.'
'I was immensely satisfied with the quality of the work that the team rendered to me. I was impressed with the attention to detail that they practiced while drafting my documents, while ensuring that all the key points are incorporated.'
'They were very knowledgeable, cooperative, friendly, and were forthcoming with their support.'
'Highly professional. Strong work ethics. Deep understanding of clients requirement. Solution oriented advice.'
'Tanmay Patnaik is an outstanding and highly professional individual. Always prioritises clients requirements and comes with solution oriented approach. Deep understanding of his craft.'
'The team consider not only legal aspects of a problem, but also wider industry and jurisdiction implications, so that client problems are considered both at a micro as well as marco level, this is demonstrated by initiatives to amend and improve relevant legislation or legal precedent. This range of consideration is only really exhibited by market leading Firms that have the confidence to not only represent their clients but also the industry and ultimately the jurisdiction.'
Key clients
- Executors to the Estate of the late Mr. Prithvi Raj Singh Oberoi
- Promoter family of the Vadilal group of companies
- Hegde Family – Promoters of KSH International Limited
- NHPEA V Star (BVI) Limited, a fund managed by Morgan Stanley
Work highlights
Advised the majority of executors of the estate of Mr. PRS Oberoi, founder of the leading Indian luxury hospitality group, Oberoi Hotels and Resorts.
Advised a prominent family and promoter group of the Vadilal Group on a multi-generational succession and family settlement process, culminating in a comprehensive group restructuring and professionalisation of a leading Indian brand.
Assisted a leading family business in the electrical equipment manufacturing sector with designing and implementing a complex and intricate private family trust framework involving multiple trusts to enable efficient inter-generational succession and estate planning ahead of the planned listing of the flagship entity.
Lawyers
Next Generation Partners
Junior partners with significant recognition from clients and peers in the market and key roles on multiple matters.
Practice head
Tanmay Patnaik
Other key lawyers
Raj Chheda