Management & Private Client Advisory
High-net-worth individuals (HNWIs), business owners, and family offices face unique legal challenges that require personalized attention. Estate planning, succession management, and asset protection demand not only technical legal expertise but also discretion and sensitivity. Managing wealth and personal affairs across jurisdictions involves navigating tax structures, inheritance laws, and trust governance frameworks. The need for holistic private client advisory has never been greater blending strategic planning with legal compliance to preserve legacy and wealth across generations.
Dhir & Mohanty’s Management & Private Client Advisory practice provides end-to-end legal counsel for individuals, families, and closely held businesses. The firm assists in estate structuring, cross-border inheritance, trust creation, and asset management. With an understanding of personal, financial, and emotional nuances, Dhir & Mohanty ensures that clients’ interests are safeguarded through robust legal mechanisms. Its integrated approach combines corporate, tax, and family law expertise, ensuring comprehensive protection of wealth, privacy, and legacy.
Expertise Includes
- Estate planning and succession structuring
- Trust formation, governance, and management
- Cross-border inheritance and probate advisory
- Asset protection and risk mitigation strategies
- Tax-efficient wealth transfer planning
- Family business governance and dispute resolution
- Drafting of wills, codicils, and family constitutions
- Advisory on philanthropic and charitable trusts
- Confidential handling of private family matters
- Coordination with financial and investment advisors
- Legal support for family offices and private holding entities
- Cross-border residency, citizenship, and compliance advisory
Why Dhir & Mohanty
Dhir & Mohanty’s Private Client practice is built on trust, discretion, and strategic foresight. The firm’s lawyers provide bespoke legal solutions that respect confidentiality while addressing complex legal and financial needs. By aligning family goals with legal frameworks, the team ensures smooth intergenerational wealth transfer and governance continuity. The firm’s multidisciplinary expertise across taxation, corporate law, and dispute resolution allows it to offer comprehensive counsel. Dhir & Mohanty is recognized for its client-centric, discreet, and highly personalized service model that protects legacy and fosters long-term stability.
Practice Areas
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