Charitable and Legacy Planning
Private Client
We advise individuals, families, and business owners on the legal and commercial aspects of charitable structuring and legacy planning, supporting the alignment of philanthropic objectives with long-term wealth and succession frameworks.
Our practice covers the establishment and structuring of charitable entities, including public charitable trusts and Section 8 companies, in accordance with applicable legal and regulatory requirements in India.
We assist clients in structuring philanthropic initiatives and giving strategies, including the allocation and management of funds, governance mechanisms, and operational frameworks for charitable activities.
We advise on long-term legacy planning, including the integration of charitable objectives within broader estate and succession structures, enabling continuity of philanthropic intent across generations.
Our advisory extends to the governance and administration of charitable entities, including trustee and board roles, fiduciary responsibilities, and regulatory compliance considerations, supporting the effective functioning of such structures.
We also assist in reviewing and restructuring existing charitable and legacy arrangements to reflect evolving objectives, regulatory developments, and family considerations.
We work closely with individuals, families, and advisors in structuring and maintaining charitable and legacy frameworks aligned with applicable legal and regulatory requirements.
The firm advises on charitable structuring and legacy planning matters in India, including the establishment, governance, and ongoing administration of philanthropic and legacy-oriented structures.