HNI and Family Office Advisory
Tax planning, succession and estate-related advisory, and family office support for high-net-worth individuals and families.
What the service is
High-net-worth individuals (HNIs) and families often hold assets across businesses, property and investments, sometimes in more than one country. The tax and succession questions that follow are closely connected and benefit from being considered together.
We advise on the tax and compliance dimensions of how wealth is held, transferred and reported. Outcomes depend on individual circumstances, and we do not provide investment recommendations or promise particular tax results.
Key areas of assistance
Each area explained in plain terms.
Advice on the tax and compliance implications of how assets are owned and organised.
Understanding how different investments are taxed, so decisions are made with the full picture.
Accounting, reporting and compliance support for a family's consolidated financial affairs.
Planning for the orderly transfer of business interests and assets to the next generation.
Support on the tax and financial aspects of estate planning, working alongside your legal advisers.
Advice on the tax and compliance aspects of setting up and running a trust.
Planning significant asset sales with the available reliefs and timing considered in advance.
Return filing and representation before the tax authorities for individuals and family entities.
How an engagement generally works
We start with a conversation about your situation, what has prompted the enquiry and any deadlines involved.
We set out what the engagement will cover, the information we need from you and how fees will be approached.
Advice is documented and discussed with you, and implementation is coordinated with your legal and financial advisers where they are involved.
For recurring obligations, we keep track of what falls due next and stay available for follow-up questions.
Frequently asked questions
No. We advise on the tax, accounting and compliance aspects of your financial affairs. Investment decisions remain with you and your investment advisers.
Confidentiality and integrity are core professional obligations for the firm. Information you share is used only for the engagement it relates to.
Yes. Succession, estate and trust matters usually involve legal advisers, and we coordinate with them on the tax and financial aspects.
Related services
Tax and regulatory guidance for non-resident Indians: returns in India, property transactions, repatriation of funds and tax treaty questions.
Income tax and GST compliance, tax planning, and representation in assessments and appeals for individuals and businesses.
Tell us what you need help with. We will take you through the scope and the next steps.