Estate and Succession Planning are critical services focused on the orderly management and transfer of family wealth, assets, and leadership across generations, ensuring preservation, minimizing disputes, and maintaining family legacy.
At AKM Wealth, we recognize the importance of securing your family’s financial future. Our Estate & Succession Planning Services ensure that your wealth is passed on smoothly and tax-efficiently to the next generation, according to your wishes.
Comprehensive investment solutions designed specifically for Non-Resident Indians
Legally valid and customized wills with registration assistance
Private, family, or charitable trusts for asset protection and smooth transfer
Ensuring all financial assets and insurances have correct nominees
Helping avoid future disputes through mutual agreements
Guidance on succession planning through HUF structure
Cross-border estate planning, will validation, and repatriation guidance
We expertly manage every aspect of your financial life with professionalism and care.
Multi-generational: Multi-generational wealth planning experts
Legal Coordination: Legal coordination with partnered estate attorneys
Seamless Integration: Seamless integration with investment and tax strategy
Approach: Confidential, family-sensitive approach
Indians and NRIs: Services available for resident Indians and NRIs
Get in touch with our experts today and discover how we can help you achieve your business goals.
Find answers to common questions about our consulting services and process.
It’s the process of planning how your wealth and assets will be managed, distributed, or inherited by your family or beneficiaries after your lifetime.
Nominees are caretakers, not owners. A proper will or trust legally establishes your wishes and avoids family disputes or legal complications.
The estate is distributed as per the Indian Succession Act, which may not align with your wishes. It can also lead to delays and disputes.
Yes, we help NRIs with India-specific wills, repatriation of assets, and ensuring compliance with both Indian and foreign succession laws.
HUF structures help in transferring ancestral assets across generations and can offer tax advantages. We assist in managing partitions and succession in HUFs.
Yes, we guide the creation of family or private trusts for minors, dependents, or wealth protection and continuity.
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