Estate and Succession Planning

Estate and Succession Planning

Estate and succession planning are fundamental aspects of financial management that are often overlooked or delayed. These planning processes are essential to ensure the orderly transfer of assets, tax efficiency, and provide financial security for future generations. In this article, we will explore the importance of estate and succession planning and the impact they can have on your family's financial well-being.

We provide advisory, structuring & administration services to curate your specific requirement. The key services offered by us are:

  • Setting up of private family trusts
  • Family Governance structure
  • Drafting Family Memorandum of Understanding
  • Drafting and execution of Will
  • Legal and tax assistance through our partners

Why Axis Trustee

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