Key Responsibilities Succession Planning

- Assist in developing succession plans for family-owned businesses, income-generating assets, artwork, charitable institutions and other family wealth.

- Support the assessment and structuring of succession arrangements, including Wills, private trusts, family settlements, gifts, partition arrangements, family charters and other wealth-transfer mechanisms.

- Understand family objectives, long-term aspirations and financial priorities to help design succession structures that align with their future needs.

- Assist in evaluating business continuity, transfer of ownership and management succession, while considering the interests and expectations of different family members and generations.

- Support succession planning involving NRIs, non-resident trustees or beneficiaries, foreign trusts, overseas foundations and international assets,



including analysis of relevant Indian tax and FEMA regulations.

- Assist in assessing the potential impact of overseas succession laws, tax regulations and estate or inheritance tax provisions, wherever applicable.

- Help prepare, review and refine legal and related documents, including trust deeds, Wills, family settlement agreements, shareholder agreements and family charters.

- Prepare client presentations, research-based technical notes and other advisory materials, and assist in client discussions and family meetings.

- Support the execution of succession plans by coordinating registrations, KYC formalities, PAN/TAN applications, bank and demat account setup, nominations, asset transfers and associated documentation.

📌 Assistant Manager- Succession Planning (Ahmedabad)
🏢 xTenteam
📍 Ahmedabad