Role Overview:

The Succession Planning Executive will play a key role in facilitating and implementing a structured succession plan for the family members of the promoter group. The role requires a strong understanding of corporate structures, trusts, estate planning, taxation, and regulatory frameworks. It involves working closely with family stakeholders, internal finance and legal teams, and external advisors to design, document, and execute governance and ownership transition frameworks.

Key Responsibilities:

1. Stakeholder Engagement and Coordination

- Conduct detailed fact-finding discussions with family members to understand individual aspirations, shareholdings, and succession preferences.

- Document expectations, ownership structures, and governance objectives in consultation with internal and external advisors.

- Build trusted relationships with family members, ensuring sensitivity, confidentiality, and discretion in all interactions.

2. Conflict Anticipation and Governance Structuring

- Identify potential areas of conflict or misalignment among family members related to management, control, or ownership.

- Develop preventive frameworks and safeguards-such as governance policies, voting arrangements, or family charters-to mitigate risks.

- Support the development of family constitutions, shareholder agreements, and trust deeds.

3. Legal and Regulatory Research

- Conduct in-depth legal research on topics including trust and estate laws, succession planning, taxation, stamp duty implications, FEMA, SEBI, Companies Act, and corporate governance regulations.

- Summarize key legal considerations and prepare briefing notes for senior leadership and advisors.

- Track updates in legislation and case law affecting family succession and estate planning.

4. Financial Structuring and Accounting Oversight

- Lead and support revenue recognition, consolidation, and financial reporting across multiple entities within the family and group structure.

- Collaborate with auditors and tax consultants to ensure compliance and optimize tax efficiency.

- Evaluate the impact of restructuring, gifting, or asset transfers on consolidated accounts and future ownership patterns.

5. Cross-Functional Collaboration

- Work closely with legal, tax, finance, and compliance teams to execute succession-related initiatives.

- Liaise with external consultants, trustees, and financial institutions to coordinate documentation and regulatory filings.

- Assist in due diligence, valuation exercises, and internal approvals related to family business restructuring.

6. Documentation and Reporting

- Draft and review reports, memoranda, and presentations for internal and external stakeholders.

- Maintain meticulous documentation of discussions, decisions, and legal advice received.

- Support preparation of board and committee materials related to family governance and ownership matters.

Desired Candidate Profile:

- Education: LLB / Chartered Accountant (CA). Dual qualifications or LLM/CS will be an added advantage.

- Experience: 2-6 years of experience in legal, financial advisory, or family office functions, with exposure to succession planning, private client advisory, or corporate structuring.

- Strong grounding in trust law, taxation, FEMA, and corporate regulations.

- Excellent analytical, drafting, and research skills.

- High degree of professionalism, confidentiality, and interpersonal sensitivity.

- Strong communication skills and the ability to coordinate across multiple stakeholders.