Leading with Legacy

Conversations shaping the future of family wealth, purpose, and leadership.

A premium platform that curates insightful, expert-led conversations about legacy building, succession planning, multigenerational leadership, and values-driven wealth for family offices. Focused exclusively on the intersection of family, wealth, and legacy Presented by experts from our Legacy-VFO network who are trusted names in estate planning, investments, M&A, psychology, and governance

Core Themes:

  • Succession planning challenges and case studies
  • Family governance best practices
  • Leadership transitions across generations
  • Preserving family values and storytelling
  • Philanthropy and purpose-driven investing
  • Psychological and emotional aspects of legacy
  • Innovations in family office structures
Investment Structures including Gift city structures
5.1. Alternative Investment Fund Setup
  • Domestic and Offshore Investment Fund (AIF) structuring and setting up assistance
  • Jurisdiction identification
  • Fund Legal Documentation - Incorporation Documents, PPM and Contribution Agreement
  • Securities Exchange Board of India (SEBI) Registration Support
  • Tax advisory for Funds and Investors
5.2. Gift City Fund Setup
  • Gift City Fund and Family Office Fund structuring and Setup
  • Gift City and Family Office Fund Documentation
  • Gift City Registration support
  • Tax advisory for Funds and Investors
5.3. Fund Operations and Compliances
  • Incentivisation structuring for different stakeholders involved in the Fund
  • Automated Investor Onboarding Process
  • Periodic SEBI and Tax Regulatory Compliances
  • Tax Compliances for Fund and Sponsor/Manager Entity
  • NAV Calculation
  • Fund distribution calculation and withholding working 
  • Investor-wise computation of applicable fees and charges provided in the PPM
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