Our client, a first-generation entrepreneur in his late 60s, had built significant wealth through decades of hard work. But he had a bigger dream—ensuring his wealth would benefit not just his children, but also his grandchildren and beyond. This wasn’t just financial planning; it was legacy engineering.
With assets spread across businesses, real estate, and investments, the family lacked a consolidated structure for smooth transition, risk management, and tax efficiency. The next two generations were also unprepared to take over. We were brought in to guide the family from fragmentation to a future-ready legacy.
Our approach included
We designed a three-generation legacy plan with legal, financial, and emotional continuity—protecting wealth while preparing heirs to sustain and grow it.
Family wealth structuring
We consolidated assets into a Family Trust with clearly defined roles, distribution logic, and a tiered succession framework across three generations.
Heir readiness & governance
We conducted workshops for the next-gen to educate them on investment principles, values-based decision making, and family governance protocols.
Results that speak for themselves
The family now operates with a clear vision across generations, backed by legal frameworks, trust structures, and empowered heirs—ensuring the founder’s vision lives far beyond him.
- ₹30 Cr+ assets secured under Family Trust
- Zero inheritance disputes due to proactive succession planning
- Heirs educated and onboarded through family charter and mentorship