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Masterclass

Masterclass: How Ultra High Net Worth Families Structure Global Wealth

A structural, not a product, view of how ultra high net worth Indian families hold wealth across the operating business, listed promoter stakes, liquid portfolios, real assets and offshore holdings. You will learn why these families separate ownership, control and benefit, how HUFs, private family trusts, holding companies and family constitutions fit together, and what FEMA, LRS, ODI, residential status rules and GIFT City allow when wealth crosses the border. The course covers Singapore, Dubai and Jersey structures, the anti-avoidance net of GAAR, POEM, the Black Money Act and CRS, cross-border succession and estate tax exposure, residency migration, liquidity events, and the operating model of a modern family office. Built for senior HNI individuals, family office principals and wealth professionals serving UHNW clients. Educational content only, not legal, tax or investment advice.

Family TrustsHolding CompaniesFEMA and LRSGIFT CityOffshore StructuresCross-Border SuccessionFamily Office

MODULES

6

DURATION

~4.5 hrs

TRACK

Tax & Wealth Planning

What You'll Master

Map a global family balance sheet and separate ownership, control and benefit across every asset

Choose between HUF, private family trust, holding company and LLP for each layer of Indian wealth

Apply FEMA, LRS, ODI and residential status rules before moving any capital abroad

Understand GIFT City, Singapore, Dubai and Jersey structures and where each genuinely helps

Recognise how GAAR, POEM, the Black Money Act and CRS collapse structures built for the wrong reasons

Plan cross-border succession, residency changes and liquidity events without losing control or overpaying tax

Design and run a family office operating model with reporting and a compliance calendar

Access Level

LEARNER

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Everything included

Full Text Playbooks

Actionable Exercises

Mobile Reading Mode

Lifetime Updates

Curriculum Breakdown

Chapter 1: The UHNW Wealth Architecture

3 Lessons

Why UHNW Families Think in Structures, Not Portfolios14 min read

Mapping the Global Family Balance Sheet: Business, Promoter Stake, Liquid Wealth, Real Assets15 min read

Ownership, Control and Benefit: The Three Layers Every Structure Separates15 min read

Chapter 2: Indian Holding Structures at the Top End

3 Lessons

HUF, Private Family Trust, Holding Company and LLP: What Each Layer Actually Does16 min read

How Listed Promoter Families Hold Their Stakes: Promoter Group, Pledging and the Takeover Code15 min read

Family Constitutions and Governance: Lessons from Indian Family Splits and Settlements14 min read

Chapter 3: Going Global: The Legal Rails Out of India

3 Lessons

FEMA, LRS and ODI: What a Resident Indian Can Legally Own Abroad16 min read

Residential Status, Tax Residency and the Deemed Resident Trap15 min read

GIFT City IFSC: The Onshore Offshore and the Family Investment Fund15 min read

Chapter 4: Offshore Structures and the Anti-Avoidance Net

3 Lessons

Singapore, Dubai and Jersey: Trusts, Foundations, VCCs and Private Placement Life Insurance16 min read

GAAR, POEM, the Black Money Act and CRS: How Badly Built Structures Collapse16 min read

Case Study: Structuring an Illustrative USD 50 Million Global Family Balance Sheet17 min read

Chapter 5: Succession, Migration and Liquidity Events

3 Lessons

Cross-Border Succession: Wills, Trusts, Forced Heirship and Estate Tax Exposure16 min read

Changing Residency: Dubai, Singapore, Portugal and the Cost of Leaving India15 min read

Liquidity Events: Selling the Business, the IPO and the Post-Liquidity Playbook15 min read

Chapter 6: Running the Structure

3 Lessons

The Family Office Operating Model: Single, Multi, Virtual and the Cost Stack14 min read

Consolidated Reporting and the Annual Compliance Calendar14 min read

Capstone: Redesigning a Family's Global Structure from Scratch17 min read