Fund & Family Offices

Service Overview

We structure India-focused investment funds, overseas feeder funds, and AIFs with SEBI approvals, and establish family offices, including IFSCA Gift City structures, with succession and wealth management planning.

Our Scope of Work

• Fund structuring for India-focused investment funds from tax and regulatory perspectives
• Setting up overseas feeder funds, including unified and co-investment models, and AIFs with relevant SEBI approvals
• Jurisdictional analysis for overseas feeder funds, investment manager proceeds, and carry structuring for tax optimization
• Family office and fund set-up in IFSCA Gift City
• Assistance with drafting the tax section of PPMs and waterfall distribution models
• Advice on India and overseas tax implications for funds, managers, and investors
• Family office formation, family constitution, and succession planning
• Identifying suitable wealth management structures, including Trust, LLP, and Company
• Ring-fencing family assets and planning tax-optimized succession for future generations
• Cross-border structure set-up and multi-geographical wealth management