Home > Expertise > Practice Areas > Private Client Practice
OUR
PRACTICE
This is a dedicated team with deep experience in assisting leading promoter families, family businesses, young entrepreneurs, family offices and High Net Worth Individuals on their private wealth and estate planning. It includes the formation and governance of trust structures, family business successions, settlement of family disputes, group re–organisations/ restructurings, issues germane to holdings in listed companies and related SEBI consequences, planning with respect to cross–border assets and/or for international private clients, management of specialised assets (such as art and artefacts) and high–value philanthropic bequests.
We seamlessly leverage the other practices of our full–service firm to offer tailored advice to our clients, while continuing to act as the relationship contact for the family. This enables us to provide specialist advice in areas such as real estate, securities law, intellectual property, disputes, forensics and tax law. These alternate focus areas are complementary to the advice provided by our partners to private clients, and enable them to bring in a depth of expertise that may not be available to advisors with a more limited focus.
GET IN TOUCH
-
Ajay Bahl
Co–Founder & Managing Partner
-
Zia J. Mody
Co-Founder & Managing Partner
-
Anand Shah
Senior Partner
AZB & Partners predominantly advises business owners, entrepreneurs and their families on succession planning, estate planning, tax structuring, settlement agreements and cross–border wealth transfers. In addition, the team has further expertise in matters involving alternative asset classes, philanthropic bequests and family governance. Shreya Rao's expertise is broad, however her international private client practice is a particularly strong area of focus. Ajay Bahl, who is a qualified Chartered Accountant, specialises in the tax structuring of complex transactions. Anand Shah often represents HNW clients acquiring or investing in new businesses. Anil Kasturi assists clients with succession planning, corporate reorganisations and family settlements.
Legal 500 Asia Pacific (2021) on our Private Client PracticeWHAT
WE DO
Private clients tend to have a diverse range of requirements in addition to non–law related considerations such as confidentiality concerns, reputational risks and the impact of personal planning on business related issues. We dedicate a single point of contact at the partner level to each client, who liaises with other experts within the firm. Small team sizes also enable us to address confidentiality concerns, while a partner–heavy practice ensures that our clients have the benefit of an experienced and mature advisor.
We look out for our clients – be it an opportunity resulting from a change of law, providing inputs on the commercial side as trusted advisors, leveraging our networks to get them the right introductions, or thinking strategically for them. Our clients appreciate our ability to address their needs holistically, which has resulted in the development of lasting relationships.
RECENT WORK HIGHLIGHTS
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
-
On structuring worldwide asset holdings for succession planning
-
On planning and documenting the separation of assets owned by various companies
-
On the execution of a family member’s estate
-
On succession planning, including with respect to shares in valuable listed companies held by the family
-
On succession planning, including restructuring of existing trusts and family arrangements
-
On protecting the interests of their near relatives and vulnerable dependants, such as special needs children
-
On (i) Succession planning for their clients (ii) Fiduciary risk management for assets held by them for clients and their heirs (iii) The creation of trust structures
-
On structuring and documenting their business succession plans, strategising inter–generational transfers of control, IP protection and family constitutions
-
On its acquisition of an online platform enabling users to draft wills, including advice on the enforceability of wills and laws of succession
-
On structuring their holdings into family trusts after seeking regulatory approval
-
On (i) Its acquisition of high value works of art, qualifying as antiquities under the Antiquities and Art Treasures Act (ii) Receiving valuable paintings as gifts from a donor
-
In the vernacular media space, with a family constitution and incorporation of family governance mechanisms into a shareholders agreement
-
In relation to structuring personal investments and philanthropy planning
-
On (i) Regulatory and tax issues arising from a change in their residential status, marital status and domicile (ii) structuring their legacies and analysing uncodified laws related to Hindu Undivided Families (iii) Disputes pertaining to their inheritance, succession and family matters
