Private Clients

Managing personal wealth and family assets requires not only financial foresight but also careful legal planning. Our Private Client Practice supports individuals, families, and trustees in protecting, managing, and transferring wealth across generations with a focus on clarity, confidentiality, and long-term stability.

Our lawyers have extensive experience advising high-net-worth individuals, family offices, and entrepreneurs on personal and business-related legal matters. We understand that every client’s circumstances are unique, and our advice is tailored to reflect both individual priorities and broader family objectives. With the comfort and experience of working with legacy families as well as first-generation wealth creators, we are equipped to navigate diverse wealth dynamics, sensitivities, and long-term strategic considerations.

Our expertise includes:

Advisory and Structuring

• Advise families, from a tax and regulatory perspective in designing and setting-up structures that facilitates inheritance and distribution of wealth in a tax efficient manner.
• Advise families in case of intestate succession (without any estate plan).
• Identify alternate holding structures for the family (such as holding companies, LLP, Trust etc.) for wealth maximization and protection.
• Advise on succession of ownership and management of family businesses.
• Advise on investment & divestment by family offices.
• Advise on cross border inheritance.
• Advise on residential status of persons under income tax and exchange control laws.
• Advise on registration requirements and stamp duty implications.
• Advise on structuring mission-driven capital, philanthropic vehicles, and impact-focused strategies including charitable trusts, foundations, and effective-altruism-aligned structures, to channel wealth towards meaningful, purpose-aligned outcomes with lasting social value.

Execution of estate planning instruments 

• Draft Wills (individual Will, joint Will, mutual Will and joint and mutual Will).
• Draft trust deeds for both inter vivos and testamentary trust.
• Draft gift deeds.
• Draft family settlement agreements.
• Draft family constitution.
• Draft shareholders’ agreement.
• Draft living Will.
• Draft a holistic data list for future generation to track all assets and liabilities.

 Implementation assistance and dispute resolution

• Assist in obtaining probates and approval from regulators.
• Assist in obtaining succession certificate / letters of administration.
• Assist in developing the overall litigation strategy, in the event of disputes.
• Representation before the courts including family courts, both directly and through Counsels / Senior Counsels.
• Handle a wide range of disputes arising within the private client and wealth context, including trust, estate, and inheritance disputes; shareholder and partnership conflicts; fraud, mismanagement, asset recovery, and enforcement actions; family settlement enforcement; crisis management; and reputation and privacy protection.

We recognise that private client matters require a high degree of discretion, sensitivity, and trust. Our team brings together expertise in tax, corporate, real estate, and succession law to offer integrated legal solutions that help clients preserve their legacy while maintaining control and flexibility over their assets. Combining deep local market understanding with a global mindset, we advise clients on managing cross-border holdings, multi-jurisdictional interests, and evolving regulatory frameworks. This approach enables us to support both long-established family enterprises and first-generation wealth in building structures that are resilient, compliant, and future-ready.

We take pride in building long-term relationships with our private clients providing strategic advice that balances legal rigour with personal values, ensuring your wealth and vision are protected for generations to come.