Specialized Offerings
We specialize in the intersection of US federal estate tax, Indian regulatory frameworks, and multi-jurisdictional succession planning.
Estate Tax Planning for Overseas Holdings
Indian residents holding US-listed stocks, real estate, or other assets can face US federal estate tax of up to 40%. We structure your holdings to maximize treaty relief and minimize exposure through architectural tax design.
- US federal estate tax analysis and mitigation
- India-US DTAA relief and credit optimization
- Trust structures for cross-border assets
- Annual exclusion and lifetime gifting strategies
Deal Structuring & Cross-Border Transactions
Whether you are acquiring overseas assets, restructuring a family business, or executing a cross-border sale, we design transactions that align tax outcomes with your long-term corporate objectives.
- M&A and asset transfer structuring
- FEMA compliance and RBI reporting alignment
- Entity selection across jurisdictions
- Step-plan documentation and execution support
Federal Tax Savings Strategies
We apply US federal tax strategies tailored to non-resident and non-citizen asset holders, preserving capital for the next generation while remaining fully compliant with evolving regulations.
- Step-up basis and basis planning
- Grantor Retained Annuity Trusts (GRATs)
- Family limited partnerships and valuation planning
- Charitable and philanthropic structures
Succession Planning & Legacy Preservation
Transfer wealth across generations with clarity. We combine trust law, family governance, and tax efficiency to protect your legacy in India and abroad, ensuring continuity and institutional memory.
- Multi-generational wealth transfer design
- Family governance and decision frameworks
- Private trust structuring in India and overseas
- Philanthropy and family foundation planning
Not sure where to start?
Book a confidential consultation and we will map the right service mix for your situation.