Awards

GLOBAL FINANCIAL MARKET REVIEW

Best Cross-Border Family Office India

Year: 2025

Legacy Growth is a premier global multi-family office, providing bespoke wealth management solutions for high-net-worth individuals and family enterprises. Operating across India, Canada, the USA, UAE, Singapore, and Western Europe, it expertly navigates estate planning, governance structures, and tax efficiency. With over $3 billion in assets under governance and a team with 450+ years of combined experience, Legacy Growth blends discretion, strategic foresight, and local expertise to ensure sustainable wealth preservation and seamless cross-border financial structuring for its elite clientele.

Visionary Leaders of 2024

Year: 2024

Legacy Growth Co-founder Saurabh Sharma recognsied as Visionary Leaders of 2024 by Times of India as emerging India’s top AIF advisors.

Outstanding M&A Advisory for Multigenerational Family Offices

Year: 2023

Legacy Growth was recognized as “Outstanding M&A Advisory for Multigenerational Family Offices” at India M&A Conclave and Awards 2023.

Event
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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