Succession Planning

Family succession planning is the process of establishing structures and mechanisms to transfer wealth and family values to the next generation, tailored to the unique needs and circumstances of each individual. Key factors such as the composition of wealth, family dynamics, tax efficiency, family legacy, and philanthropic goals must be considered to develop a succession plan that aligns with an individual’s objectives.

How we can help

- Moving the family assets like shares held in business, properties, etc. under a Trust Structure

- Advise on creation of Will

- Preparing a family charter documents to lay down the foundation to protect wealth of family and take the family values to the next generation. This document may broadly cover the principle basis which businesses are to be conducted, how wealth shall be distributed, philanthropy, and other commercial nuances specific to the family.

Kretha Sphere Advisors LLP

Kretha Sphere Advisors is a research driven boutique Tax and Regulatory advisory firm. We provide services across spectrum encompassing Tax Advisory, M&A Deal Support, Corporate Restructuring and Regulatory Advisory across sectors.

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Contact Us

+91 96000 11614

Location

The Playce, Marathon Maxima, Mulund Goregaon Link Road, Mulund, Mumbai - 400078

Email

info@krethaadvisors.com