Private Clients

Founders, promoters, and high-net-worth individuals occupy a uniquely complex financial position. They are simultaneously business owners, wealth creators, family stewards, and individual taxpayers and the decisions made in one domain ripple through all the others. A founder who sells a business stake without efficient planning, or a promoter who has never formalised succession thinking before a critical life event, can face consequences that are entirely avoidable with the right advisory in place. Aeka's Founder's Office practice is designed for exactly this context: a discreet, senior-led relationship that integrates business strategy, personal tax planning, family wealth structuring, and succession with full ownership of outcomes from start to finish.

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Family Office Advisory

As wealth accumulates across operating businesses, listed securities, real estate, and alternative investments, managing it efficiently and protecting it from regulatory and tax exposure becomes a full-time undertaking. Family offices have emerged as the preferred vehicle for formalising this management, but setting them up and operating them well requires careful navigation of applicable rules and regulatory landscape.

We help promoter families and UHNIs/ HNIs design, structure, and operate their family office vehicles. Every engagement is approached with full confidentiality, deep domain expertise, and a long-term perspective. We understand that wealth at this level is not just financial but it carries responsibility, complexity, and in many cases, the expectations of the next generation.

Areas Of Expertise

Family office structuring

Investment portfolios - tax and compliance advisory including tax optimisation for promoters and HNI families

Personal tax advisory for individuals

Residential status and citizenship planning

Asset ring-fencing strategies

Business alignment and family objectives such as philanthropy structuring

Governance framework designing

Succession Planning

Succession is one of the most consequential and most postponed decisions in a promoter's life. The absence of a clear, documented plan creates measurable risk: legal disputes between family members, avoidable tax costs on wealth transfer, liquidity constraints for the next generation, and the erosion of decades of carefully built value.

Succession planning is as much an art as it is a technical exercise. We closely work with promoters, business families, and UHNIs/ HNIs to design and implement bespoke succession frameworks that are tailored to their specific circumstances, values, and long-term objectives and ensuring that wealth transitions across generations with clarity, efficiency, and minimal disruption.

Areas Of Expertise

Private trust setup and advisory

Will drafting and estate planning including cross-border assets and multi-jurisdiction succession

Family charter and family constitution design and establishing governance rules for multi-generational wealth

Business succession planning

Wealth migration advisory

Trust-linked investment structuring, tax oversight, and ongoing regulatory compliance

Design of distribution frameworks and inter-generational wealth transfer strategies

Advisory support for family wealth mediation and renegotiation of inter-family arrangements

FEMA advisory in relation to trust structures and cross-border wealth planning

Implementation of family settlements, including structuring and documentation support

Private Client Tax Advisory

For founders, senior professionals, NRIs, and returning residents, personal tax and regulatory obligations are increasingly complex and interconnected. Multiple income streams, global investments, equity compensation from multiple employers or ventures, business exits, and cross-border obligations all interact in ways that demand expert, proactive management and not just year-end compliance filing. We provide integrated tax and regulatory advisory coupled with end-to-end compliance support, ensuring that personal wealth is structured efficiently, risks are anticipated and managed, and all reporting obligations are met seamlessly.