Family Office, Estate and Succession Planning

Strategic solutions for family offices

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Overview

Our team works with clients to develop tax and financial strategies to manage family offices and facilitate smooth transfer of personal and business assets to heirs and beneficiaries.

How BDO India Can Help

  • Advisory on family-owned businesses
  • Family tax management
  • Developing family office governance and risk management
  • Advising on philanthropic initiatives 
  • Review and installing cyber security measures
  • Health check and review of family office operations and policy compliance
  • Structuring of entities to achieve family goals
  • Advising on trust deeds, resolutions 
  • Advice on the use of trusts and other entities in structuring global wealth
  • Advising on best practice for trustees 
  • Advising on offshore trusts and their underlying companies
  • Charitable trust tax compliances
  • Accounting for charitable trust
  • Succession planning and wealth preservation (including family entities such as trusts, partnerships and companies)
  • Advisory on inheritance tax reliefs
  • Gift planning
  • Advisory on inheritance tax and capital gains
  • Advice on tax efficiency of Wills
  • Advisory for closely held entities and family office operations

How BDO India Can Help

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