Maheshwari & Co, understand that succession planning is a critical component of wealth management and financial security. We assist clients in protecting their wealth and ensuring a smooth transfer of assets.

Our team of specialists has extensive knowledge of the legal and tax considerations involved in estate planning and succession in India.

Our services encompass a wide range of options, including:

• Providing guidance on minimizing estate and gift taxes, which can be a significant concern for high net worth individuals. This involves creating trusts, gifting assets during the client’s lifetime, and utilizing other tax-efficient strategies.

• Business succession planning for clients who own businesses.We help create a plan for the transfer of ownership and management to the next generation or other chosen successors.

• Helping clients create and execute legally binding wills and trusts that specify how their assets should be distributed after their death. This can include setting up trusts, etc.

• Estate planning, wealth transfer strategies, gift tax planning and assisting clients in the probate process and administration of estates.

Maheshwari & Co,  believes that everyone deserves a comprehensive and well-constructed estate plan. Our goal is to help our clients secure their financial future and make sure that their assets are protected and passed on to their loved ones with as little stress and disruption as possible.