Private Client

Clear legal strategy across private wealth, succession, estate planning and family governance.

ANM Global’s Private Client Practice advises family offices, promoter families, founders and high-net-worth individuals on the structuring, preservation and transition of private wealth. The practice adopts a unified advisory approach integrating estate and succession planning, trust and holding structures, family arrangements, and business succession. This enables clients to address personal, commercial, regulatory, and inter-generational considerations in a coordinated and outcome-oriented manner. Matters are handled with discretion and continuity and are led by the Managing Partner, supported by cross-practice teams to ensure practical execution aligned with long-term family objectives.

What We Advise On

Ownership & Asset Structuring

  • Formation and administration of private trusts

  • Consolidation of family assets under long-term legal structures

  • Structuring of movable and immovable assets

  • Holding structures for family-owned businesses and investments

Succession & Transition Planning

  • Wills and testamentary documentation

  • Estate and inheritance planning

  • Succession planning for business and family assets

  • Seamless transition of ownership, control, and management to the next generation

  • Planning for incapacity and unforeseen eventualities

Continuity, Protection & Governance

  • End-to-end advisory on legal compliances and reporting obligations

  • Family settlements and negotiated family arrangements

  • Probate and estate administration

  • Powers of Attorney and healthcare directives

  • Development of family constitutions and codes of conduct to preserve values and governance norms

  • Minimising administrative burden on family members

Cross-Border & Regulatory Alignment

  • Planning for cross-border estates, asset restructuring and international families

  • FEMA considerations for non-resident Indians and foreign assets

  • Coordination of Indian estate planning with offshore holdings

  • Advisory on digital assets, including online accounts, intellectual property, and emerging asset classes

Who We Advise  

Promoter families and family-owned business groups
Family offices and private investment holding structures
Founders and entrepreneurs planning succession or liquidity events
High-net-worth individuals with complex personal and business assets
Indian families with cross-border assets or international family members
Successor generations assuming ownership or management roles

Key Contact

Nidhish Mehrotra
Founder & Managing Partner, Head of IP Practice
Founder & Managing Partner, Head of IP Practice
Founder & Managing Partner, Head of IP Practice

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As per the Bar Council of India rules, ANM Global is not permitted to solicit or advertise. By clicking “I Agree,” you acknowledge that you are accessing this website for information purposes only and on your own initiative. No material on this site should be interpreted as solicitation, invitation, inducement or legal advice, nor does viewing it create a lawyer–client relationship. ANM Global is not responsible for any action taken based on the information available here, and users should seek independent legal advice before acting on any legal issue.

As per the Bar Council of India rules, ANM Global is not permitted to solicit or advertise. By clicking “I Agree,” you acknowledge that you are accessing this website for information purposes only and on your own initiative. No material on this site should be interpreted as solicitation, invitation, inducement or legal advice, nor does viewing it create a lawyer–client relationship. ANM Global is not responsible for any action taken based on the information available here, and users should seek independent legal advice before acting on any legal issue.

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© Copyright 2026 ANM Global
© Copyright 2026 ANM Global
© Copyright 2026 ANM Global