Governance

Successful wealth transition goes beyond financial planning—it requires alignment of values, clarity of roles, and a shared vision for the future. We offer bespoke solutions designed to help families navigate complex relationships, leadership transitions, and intergenerational challenges with clarity and confidence. We guide families in creating customized governance frameworks that enable structured decision-making, effective communication, and long-term cohesion.

Services include:

  • Design and implementation of family constitutions and governance charters
  • Creation of family councils, boards, and decision-making protocols
  • Communication and conflict-resolution frameworks
  • Entrepreneurial coaching and new venture support
  • Mentoring for joining or exiting the family business
  • Generational dialogue and legacy conversations
  • Conflict facilitation and sensitive transitions
  • Family retreats and facilitated workshops
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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