Next Generation Partners

Leading Associates

Firms To Watch: Private client

Established in August 2023 by former Cyril Amarchand Mangaldas partner Tanmay Patnaik, the private client offering at Trilegal is well-placed to advise high-net-worth individuals and family businesses on the full range of domestic and cross-border succession and estate planning matters.

Private client in India

Cyril Amarchand Mangaldas

Cyril Amarchand Mangaldas fields a market-leading private client practice with strengths across the full spectrum of issues, advising leading Indian family businesses on disputes, succession planning, family settlements, and restructurings. Managing partner Cyril Shroff advises family businesses on corporate and securities matters; Rishabh Shroff  specialises in family constitutions and settlements as well as wills, trusts, and succession planning; while Radhika Gaggar focuses her practice on estate and succession planning, particularly matters with cross-border aspects. The trio jointly heads the practice, which also includes tax specialist Kunal Savani, and Shaishavi Kadakia, who has extensive experience advising on large-scale family settlements and family governance exercises.

Praxisleiter:

Cyril Shroff; Rishabh Shroff; Radhika Gaggar


Weitere Kernanwälte:

Kunal Savani; Shaishavi Kadakia


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Khaitan & Co LLP

Khaitan & Co LLP‘s private client practice attracts clients praise for its ‘extensive knowledge and experience,’ and is regularly instructed by large family businesses, individuals, and wealth managers to act on the full range of issues, both contentious and non-contentious. Direct tax specialist Bijal Ajinkya heads up the practice, which also includes senior partner Haigreve Khaitan, trusts, wills, and private wealth management expert Divi Dutta, and Anuj Shah, who focuses his practice on M&A and private equity. For succession planning and estate management, Aditi Sharma is a key port of call; Ipshita Bhuwania and Varsha Reddy are other key individuals here.

Praxisleiter:

Bijal Ajinkya


Weitere Kernanwälte:

Divi Dutta; Anuj Shah; Aditi Sharma; Ipshita Bhuwania; Varsha Reddy; Haigreve Khaitan


Referenzen

‘They understand the philosophy and risk appetite of clients.’

‘The attentiveness to clients’ needs, prompt responses and the ability to pull in resources to address complex issues.’

‘Extensive knowledge and experience. Especially Haigreve Khaitan and Aditi Sharma.’

Kernmandanten

Kotak Wealth Management and Kotak Trusteeship Services


Barclays Wealth Trustees


Julius Baer Wealth Advisors (India and Singapore)


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  • Advising the clientele of Kotak Wealth Management on a range of matters involving estate planning needs.
  • Working with Julius Baer to provide advisory to their clients on various matters ranging from private trusts, migration and wealth offshoring, testamentary instruments and generally income tax and regulatory implications of proposed investment structures.

SNG & PARTNERS

Rajesh Narain Gupta and Anju Gandhi jointly oversee the private client practice at SNG & PARTNERS, which counts trusts, family businesses, and high-net-worth individuals among its diverse client roster. Gupta has a broad practice that spans both transactional and contentious matters, with a notable emphasis on succession and estate planning, while Gandhi acts for wealth management companies and family offices, handling financing, loan restructuring, and product documentation. For family settlements, governance, and family agreements matters, Jahnavi Dwarkadas is a key contact, while Avni Gupta assists on succession planning and the drafting of family settlement agreements.

Praxisleiter:

Rajesh Narain Gupta; Anju Gandhi


Weitere Kernanwälte:

Avni Gupta; Jahnavi Dwarkadas


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Veritas Legal

Veritas Legal advises philanthropic organisations, high-net-worth individuals, and large family businesses on asset protection, inheritance tax planning, and succession planning. Abhijit Joshi and Kunal Doshi co-head the team; founder and managing partner Joshi acts for business houses and promoter families, handling wealth and estate planning, while Doshi takes point on M&A, private equity, and general transactional issues for private clients, particularly those with a cross-border element.

Praxisleiter:

Abhijit Joshi; Kunal Doshi


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ALMT Legal

ALMT Legal’s private client team advises on will drafting, probate, and trusts, in addition to handling family law and matrimonial matters. Contentious mandates also feature prominently in the firm’s workload. Practice co-head Aliff Fazelbhoy has extensive expertise advising on tax issues and commercial matters, handling trust partnership issues, family arrangements, and estate planning. Fazelbhoy works alongside co-head and founder Sameer Tapia, a key contact for family disputes and matrimonial matters.

Praxisleiter:

Aliff Fazelbhoy; Sameer Tapia


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Mansukhlal Hiralal & Company

Clients praise the private client practice at Mansukhlal Hiralal & Company for its ‘deep expertise, personalized approach, and innovative solutions.’ Handling a diverse array of contentious and non-contentious matters, the group is jointly overseen by Rajendra Shah and Purvi Shah Asher; Shah has a broad practice with an emphasis on real estate matters, while Asher is the name to note for tax instructions, estate and succession planning.

Praxisleiter:

Rajendra Shah; Purvi Shah Asher


Referenzen

‘Mansukhlal Hiralal & Co’s Private Client practice is distinguished by its deep expertise, personalized approach, and innovative solutions. The team excels in managing complex personal legal matters, offering strategic and practical advice.’

‘The individuals at Mansukhlal Hiralal & Co stand out for their dedication, expertise, and client-first mindset. Partners and associates are not just advisors but trusted confidants, deeply understanding their clients’ unique needs. Their strategic acumen, analytical skills, and commitment to continuous learning ensure clients receive effective, current advice in managing their personal legal affairs.’

Kernmandanten

Kyrus Industries


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