- Family Office Setup - Setting up of Trust/ Governance/ Family Council and Succession Planning - Income Tax in family office structure - Valuation - Due Diligences and Forensic Audit - Drafting of legal documents - Corporate Laws - Compliance and Documentation - Business Development - Mergers and Acquisitions Income Tax Advisory & Compliance ⢠Expert Knowledge of Income Tax laws ⢠Provide strategic advice on complex taxation matters Trusts & Estate Structuring ⢠Set up and manage private family trusts, charitable trusts, and offshore structures ⢠Draft trust deeds in collaboration with legal advisors ⢠Advise on revocable vs irrevocable trusts, roles of settlors, trustees, and beneficiaries ⢠Maintain compliance and reporting for trusts under Income Tax, FEMA, and FCRA Succession & Estate Planning ⢠Work with legal teams to draft Wills, family constitutions, shareholding arrangements, and succession blueprints ⢠Support in execution of inheritance plans, asset transfers, and business continuity strategies ⢠Assist in defining family governance frameworks, roles, and dispute resolution mechanisms Family Settlements & Dispute Advisory ⢠Structure and mediate family settlements involving ownership, control, and asset division ⢠Analyze and advise on implications of family arrangements (tax, compliance, asset holding) ⢠Provide financial advisory in inter-family negotiations, realignments, or demergers Draft and negotiate legal documents including: o Shareholder & Subscription Agreements (SHA/SSA) o M&A documentation (SPA, JV agreements, SLAs) o Family Constitutions, Wills, Trust Deeds, Gift Deeds o Commercial contracts & NDAs Support and lead legal due diligence for: o Business acquisitions and divestments o Private equity and venture capital investments o Strategic family business realignments Assist in corporate structuring and entity setup: o SPVs, LLPs, family trusts, holding companies o Regulatory compliance under Companies Act, FEMA, SEBI Advise on succession planning and governance: o Design and execute legal frameworks for inter-generational wealth transfer o Draft legal documents to implement family charters and council mechanisms
source https://www.caclubindia.com/jobs/empolyer_list.asp?ccc_employer_id=22089
source https://www.caclubindia.com/jobs/empolyer_list.asp?ccc_employer_id=22089
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