Script your legacy
As a trusted advisor to over 2,000 families, we help you preserve your wealth and values. We navigate complex family laws and tax structures, ensuring your legacy is transferred seamlessly to the right hands and for the right purpose.
Our 3 step approach to Estate Planning
01
Alignment
We begin by gaining a deep understanding of your legacy vision and wealth aspirations, aligning our strategy with your unique goals.
02
Consultation
We impart advice built on profound industry knowledge, harmonising your vision with global and local regulatory frameworks.
03
Fulfilment
We make your aspirations tangible through a strategic estate plan with vital growth and sustainability vehicles.
4 Cornerstones of Estate Planning
1
Structuring
Efficient wealth structuring provides flexibility in transfers. We minimize costs like capital gains and stamp duty, helping you retain more. For business families, our pre-IPO planning safeguards your interests and keeps you in control.
2
Provisioning
Beyond wealth transfer, we make provisions for life's unpredictable turns—lifestyle expenses, medical needs, education, and other key events—ensuring your family always remains secure.
3
Safeguarding
We handle the complexities of inheritance taxes, external risks, false claims, and more, both in India and abroad. Our estate planning strategies are designed to safeguard your assets offering long-term security and peace of mind.
4
Managing
Our dedicated team manages trust assets through bookkeeping and investment administration, prioritizing beneficiaries' best interests. We execute the settlor's directives for seamless asset distribution, ensuring your wealth is in capable hands.
Where there’s a will, we have a way
Intergenerational wealth transfer involves complex requisites. Whether you need solutions for business ownership, joint family businesses with multiple active generations, global family requirements, or fencing off personal assets against business risks, we develop strategies based on your unique circumstances.
01
Identifying prerequisites, drafting, and registering your will and testament
02
Ensuring every legatee is taken care of
03
Providing guidance to protect family wealth from personal and legal risks
04
Preserving what you’ve built during your lifetime and enabling it to go on
05
Empowering you to give back to the world
06
Setting up a private family trust in India and creating governance structures
Why choose 360 ONE Wealth Estate Planning
Estate planning is deeply personal and emotional, reflecting your life’s work, beliefs, and values. Our solutions honour your unique vision ensuring the seamless preservation and transfer of wealth while maintaining the highest ethical and regulatory standards.
We help you build a legacy that maximises benefits for you and your successors by providing holistic tax solutions that cover all administration and operational aspects. Our mindful tax planning provided by leading global and Indian tax consultants also minimises the financial burden for your heirs and ensures seamless asset transfer as per local laws.
Our transparent governance framework ensures you preserve and pass on more than just tangible wealth and assets. It helps transfer your family’s culture, values, and work ethics, cultivating a lasting and impactful legacy.
Let us help you script your legacy, your way
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(Formerly known as IIFL Wealth Management Limited)
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