Clarity across borders.
EstateIQ Global was founded to address a growing challenge: Indian residents are accumulating overseas assets faster than traditional advisory models can keep pace.
US stocks, foreign real estate, and international business interests create overlapping tax and regulatory obligations that demand specialized expertise. Traditional wealth advisors rarely understand both sides of the border — the nuances of US federal estate tax as it applies to non-residents, and the Indian regulatory framework that governs how those assets flow back home.
EstateIQ Global combines deep knowledge of US federal estate tax with Indian regulatory frameworks to help families preserve capital, optimize cross-border transfers, and build lasting legacies. Every plan we create is tailored, documented, and designed to evolve with your family and the jurisdictions in which you operate.
Advisors who understand both sides of the border.
Shreyas Raj
Co-Founder, Estate Tax Strategist
Shreyas advises Indian families on the interplay of US federal estate tax, DTAA provisions, and India-centric trust structures. He focuses on translating complex cross-border regulations into actionable succession plans.
Munzir Tandel
Co-Founder, Estate Tax Strategist
Munzir specializes in structuring cross-border transactions and multi-generational wealth transfers. His work centers on compliance-first planning across US, Indian, and Middle Eastern jurisdictions.
Built on precision, trust, and long-term thinking.
Precision
Every recommendation is grounded in current tax law, treaty language, and your specific asset map.
Transparency
We explain complex structures in plain language so every family member understands the plan.
Longevity
Our strategies are designed to adapt as regulations, family circumstances, and markets evolve.