Private Client Practice

The Private Client Practice at AZB & Partners consists of a dedicated team of lawyers with deep experience in assisting leading family businesses and HNIs on various aspects of their private wealth and estate planning. Our clients also include institutions such as family offices, fiduciaries, wealth managers and private banks which assist these families.

Wealth and succession planning are highly complex areas due to the interplay of multiple laws. We organise our private client offering into five broad areas of expertise (further detailed below), with high partner involvement due to the sensitive nature of the practice. Given that AZB is a full service law firm with dedicated practice area expertise and domain knowledge, we make it a point to bring in other practice experts when required, and leverage our forensic practice to assist our clients, with the private client partners continuing to act as the relationship contact for the family. This enables us to provide specialist advice in areas such as securities law, tax law, real estate law, intellectual property law and disputes, while still maintaining a personal touch. Discussions with our team are protected under Attorney-Client privilege, which enables clients to take us into full confidence.

Our work includes:

  • Inter-generational wealth transfers:
    • Preparing international and domestic wills
    • Settlement of trusts, including for listed companies, and related SEBI issues
    • Establishing private trusts for family members and vulnerable dependents
    • Advising non-resident Indians and Indian families with managing overseas property/family
    • Pre-transaction/ exit structuring for CXOs and key managerial personnel
    • Pre-bequeathal restructuring of business assets
  • Family governance: Advising family businesses on long term family governance structures, including the setup of family councils/boards and family constitutions
  • Specialised assets and collectibles: Negotiating the acquisition and sale of collectibles, planning for the succession and preservation of collectibles (such as art, artefacts and luxury assets) and structuring and setup of private museums
  • Philanthropy: Assisting with the structuring of philanthropic and charitable endeavours, including the structuring and establishment of charitable trusts, section 8 companies, social venture funds and FCRA related issues
  • Family Disputes/Family Arrangements: Disputes involving promoter business families and HNIs (including those in relation to property, trusts, and succession) and pre-dispute assistance, such as family settlement arrangements

CONTACT A MEMBER OF OUR TEAM

Ajay Bahl

Founding Partner

Anand Shah

Partner

Mumbai e-mail Anand

Shreya Rao

Partner

Bangalore e-mail Shreya

Zia Mody

Founding Partner

Mumbai e-mail Zia