Private Client, & Business Family Advisory

For promoters, business families and private clients, wealth preservation and continuity depend not only on financial performance, but on sound legal structuring, governance discipline and succession clarity. In the absence of formal governance and succession planning, family enterprises often face disputes, tax inefficiencies and fragmentation of control across generations.

Unified’s Private Client & Business Family Advisory practice is designed to assist families in creating stable, transparent and enforceable structures that balance control, tax efficiency and inter-generational continuity.

Unified delivers legal, tax and governance advisory as its core mandate, and works in coordination with regulated investment advisors, family offices, bankers and wealth managers, where required, to ensure that client objectives are achieved within a compliant, well-governed and risk-mitigated framework.

Scope of Advisory

Coverage includes:

  • Succession planning for business families
  • Estate structuring and inheritance planning
  • Advisory on wills, trusts and family settlements
  • Structuring of inter-generational transfer of assets
  • Tax-efficient succession strategies

Coverage includes:

  • Drafting of family constitutions and governance charters
  • Advisory on decision-making frameworks
  • Conflict prevention and dispute-resolution mechanisms
  • Governance structures for family-owned businesses
  • Advisory on roles, rights and responsibilities of family members

Coverage includes:

  • Structuring of private trusts and foundations
  • Holding company and asset-holding structures
  • Advisory on philanthropic and charitable structures
  • Section 8 companies and non-profit structuring
  • Compliance and governance advisory for private entities

Coverage includes:

  • FEMA advisory for overseas assets and investments
  • Structuring of cross-border family holdings
  • Compliance for NRI and resident family members
  • Advisory on repatriation and overseas investments

Coverage includes:

  • Structuring of promoter exits
  • Family business reorganisation and division
  • Advisory on settlement agreements and buy-outs
  • Tax and regulatory alignment for exits
Who This Practice Serves
  • Promoters and business families
  • UHNI and HNI individuals
  • Family-owned business groups
  • Philanthropic families and foundations
How This Practice Adds Value
  • Preserves control and continuity across generations
  • Reduces disputes and litigation risk
  • Improves tax efficiency and governance clarity
  • Creates enforceable, regulatorily sound structures
Cross-Practice Integration

This practice works closely with:

  • Corporate, Commercial & Transaction Advisory
  • Tax, Transfer Pricing & International Structuring
  • Regulatory, Compliance & Governance Advisory
  • Dispute Resolution Advisory
 
     
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