Insights

What we wish every family knew earlier

Practical writing on Wills, trusts, nominations, probate and succession in India — no jargon, no scare tactics, and no advice we would not give our own family.

Latest · Private Family Trusts

When marriage is strained: protecting your wealth if you die first

If your marriage has broken down but you haven't divorced, what happens to your assets if you die suddenly? For women with significant wealth and no children, the default succession rules may deliver outcomes you never intended. Here's how to take control.

Read the article →
Succession & Nomination

A nominee is not an heir: the mistake that splits Indian families

Most Indians believe a nomination decides who gets the money. Indian law says otherwise — the nominee is only a trustee for the legal heirs. Here is what that means for your bank accounts, mutual funds, shares and insurance.

21 Aug 2026 · 6 min read

Reading is a good start. A plan is better.

Bring us the questions this raised. The first conversation is free and confidential.