Family Business, Governance, and Transaction Advisory Solutions

Legacy Growth is a Global multi-family office boutique firm with offices in India & Canada and network partners in Singapore, the USA, UAE, and Western Europe.

We are well-versed with the needs of different families and the inherent complexity of family structures. Legacy Growth is committed to helping families achieve two fundamental goals – creating a lasting “Legacy” and  realizing “Growth”. We offer bespoke advisory solutions to high-net-worth individuals, family offices, and emerging companies, specializing in setting up and managing family offices, sophisticated estate and trust planning, and governance strategies. Our approach aligns wealth preservation with tax efficiency and regulatory compliance, ensuring strategies are executed with care and foresight.

Legacy Growth offers a fully integrated solution that combines financial and legal expertise. We have developed tailored coaching and wellness programs, focusing on building family dynamics conducive to creating “Legacy” and ushering in “Growth”.

Our transaction advisory services span M&A, deal structuring, and corporate reorganization. We customize our strategies to meet specific client objectives, such as navigating regulatory compliances, exploring new markets, or addressing unique business situations. This includes offering expertise in fund-raising, due diligence, market-entry, venture setup, and strategic exit planning.

Our specialized knowledge in fund services enables us to adeptly handle cross-border fund setups, identifying optimal structures and jurisdictions. Our understanding of regulatory landscapes, particularly in markets like GIFT City, makes us a trusted advisor for fund incorporation and administration.

As a global firm with offices in India & Canada and network partners in Singapore, the USA, UAE, and Western Europe, we are uniquely positioned to provide tailored solutions to our clients. Our in house team, with extensive experience in financial, legal, and taxation advisory, position us as leaders in family business and transaction advisory.

Maintaining independence is paramount. We prioritize our client’s interests and maintain the highest standards of integrity and discretion in all our engagements.