Private Client Practice

AZB & Partners’ Private Client group is driven by a team of specialized lawyers. We are focused on ensuring a holistic, 360 overview of all key legal, regulatory and tax considerations that need to be borne in mind for effective succession planning.

Along with providing strategic counsel, we also work closely with our clients to build a close and confidential rapport. This enables us to develop the kind of plan that is best suited to the client’s individual aims and objectives. Our clients include high net worth individuals, promoters of listed entities, professional executives, family offices and more.

To create an integrated succession planning strategy, AZB & Partners, as a full-service law firm, also provides advice in areas that are indirectly related to succession planning. These include real estate, corporate law, family law, litigation, forensics, IPR and tax. We work seamlessly with clients’ professional advisory teams, such as wealth managers, family offices, accountants and trustees. We also engage with law firms across various jurisdictions when dealing with clients’ assets, resident status and businesses in overseas jurisdictions.

Our work includes:

  • Structuring family businesses
  • Succession planning
  • Developing mechanisms to ensure asset protection
  • Drafting family constitutions
  • Creating trusts
  • Drafting of onshore and offshore wills
  • Advising on movement of assets, including in the context of shares of listed companies and assisting clients with their philanthropy/charity initiatives

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