Masterclass: Building a Multi Generational Succession and Governance Framework

A masterclass for senior HNI individuals, family office principals and UHNW wealth advisers who need to move a family's wealth, business and values across generations without litigation, tax leakage or a split. You will learn why most Indian family fortunes fail by the third generation, how Indian succession law actually transfers ownership (wills, nominations, the Hindu Succession Act, HUF), how to use private family trusts, holding companies and LLPs to consolidate control, and how to write a family constitution, run a family council and draft shareholder agreements that survive a dispute. The course closes with operating business succession, family office design for the next generation, liquidity and insurance planning, cross border heirs under FEMA, and a twelve month implementation roadmap, anchored throughout in real Indian cases including Reliance, Bajaj, Murugappa, Godrej, TVS and Raymond.