Succession Planning and Family Settlements

RGA is a trusted advisor to family-owned businesses, industrial houses, and high-net-worth individuals in matters of succession planning, estate structuring, and family realignment.

We design and implement family settlement structures that harmonize emotional, managerial, and ownership interests, ensuring continuity, stability, and long-term governance within family enterprises. These structures are often executed through schemes of arrangement, trust mechanisms, or shareholding realignment models tailored to each family’s unique dynamics and objectives.

Our services include:

• Establishment and structuring of Family Trusts to preserve family wealth, ensure smooth intergenerational transition, and maintain control over business assets.
• Creation of Individual Beneficial Trusts for succession and asset protection of personal holdings, ensuring clarity of ownership, tax efficiency, and legal compliance.
• Drafting of family constitutions and governance frameworks, delineating management roles, decision-making mechanisms, and conflict resolution protocols.
• Advisory on tax, regulatory, and compliance aspects related to family and private trusts under Indian law.
• Implementation of family settlements through legally robust mechanisms such as share transfers, capital realignment, and trust instruments.

With an unwavering reputation for neutrality, confidentiality, and ethical counsel, RGA is frequently engaged in complex multi-generational transitions requiring balanced legal, strategic, and interpersonal handling.