Our offering focusses on the one stop shop Promoter/Family focused multiservice experience, leaving no questions unanswered. Our experience brings to fore the insights and the foresight required to support the entrepreneur’s life cycle as their confidants and advisors. With the power of Andersen Global network, our goal is to ensure your wealth is structured effectively for long-term preservation and in compliance with the demands of regulators.
Ring fencing of personal assets of the promoter family calls for family office buildout. We will assist you creating a family office in India including review/drafting of relevant charter, reviewing policies, strategic planning, wealth transition. Supporting existing family offices With the evolution of the domestic and intentional tax laws it is imperative to re-evaluate overseas holding structures and building in efficiencies in the structure. Conceptualising and setting up of overseas asset holding vehicles structure for any future personal and business aspirations. Our advice would be aimed at protecting global wealth whilst managing tax exposure across a range of different taxes and locations.
The key to successful succession planning is clearly defining how assets should be structured to pass interests in the business and/or assets to the chosen beneficiaries in the most in a tax efficient and regulatory compliant manner through trusts or other structures. The entire succession planning solution is designed keeping in mind your personal and financial objectives while also ensuring tax minimization. Building bespoke solutions in the succession planning like installment sales of staggered holding, generation-skipping planning, philanthropy activities etc to suit your priorities. We also provide comprehensive handholding solutions to ensure transfer of existing Indian/overseas assets to the intended beneficiaries through gifts, will, HUF, Indian/overseas trust structures (including jurisdiction of the foreign trust).
We assist promoters in realignment of the current promoter shareholding to attain value consolidation, ring-fencing promoters from operational and other risks, and enable fund raise/succession planning needs. This also involves putting in place a tax efficient profit extraction strategy from investee companies to ensure long-term upstreaming of the profits with minimum tax seepage. We also identity investment strategies aimed at tax efficiency at the time of acquisition, holding and exit including assistant in structuring disposal of shares/investment assets as well as personal asset in an efficient manner to maximize post tax receipts.
We assist promoter in creating wealth through acquisition and investments in an efficient manner from the promoter perspective. Our tax specialists also assist promoters to structure asset holding vehicles for their overseas personal and business interests in a variety of economies and tax jurisdictions. The goal is to protect global wealth whilst managing tax exposure across a range of different taxes and locations.
Overseas assets help in diversification and attaining different assets class. We provide valuable insights and bespoke solutions including funding modalities for overseas acquisition to help effectuate the investment activity in a tax efficient manner. Families often maintain substantial personal and business interests in a variety of economies and tax jurisdictions. We can help in devising structures for holding overseas assets with the objective of protecting wealth and managing tax exposure across locations.
We act as a one-stop shop for all tax and regulatory needs of a promoter. With this in mind, our other promoter specific solutions can be based on your requirements. These can include