Chartered Accountant

Income Tax Advisory & Compliance

1. Expert Knowledge of Income Tax laws

2. Provide strategic advice on complex taxation matters

Trusts & Estate Structuring

1. Set up and manage private family trusts, charitable trusts, and offshore structures

2. Draft trust deeds in collaboration with legal advisors

3. Advise on revocable vs irrevocable trusts, roles of settlors, trustees, and beneficiaries

4. Maintain compliance and reporting for trusts under Income Tax, FEMA, and FCRA

Succession & Estate Planning

1. Work with legal teams to draft Wills, family constitutions, shareholding arrangements, and succession blueprints

2. Support in execution of inheritance plans, asset transfers, and business continuity strategies

3. Assist in defining family governance frameworks, roles, and dispute resolution mechanisms

Family Settlements & Dispute Advisory

1. Structure and mediate family settlements involving ownership, control, and asset division

2. Analyze and advise on implications of family arrangements (tax, compliance, asset holding)

3. Provide financial advisory in inter-family negotiations, realignments, or demergers

Qualifications:

1. Chartered Accountant (CA) with 5-7 years of post-qualification experience

2. Exposure to family offices or wealth advisory firms