Private Client Practice

Wealth built over a lifetime deserves to be protected with the same care it took to build it. Whether you are planning for the generation ahead, navigating the complexity of an estate today, or simply putting your affairs in order, Aarna Law brings legal precision, genuine discretion, and deep personal attention to every private client matter. We understand that behind every instruction is a family, a legacy, and a relationship that deserves to be handled with the utmost care.

Who We Work With

We advise:

• Business families planning ownership and leadership transition across generations
• High net worth individuals structuring wills, trusts, and succession plans
• NRIs and global families with assets across India, Dubai, the UK, Singapore, and the US
• Individuals navigating an estate after the loss of a loved one
• Families seeking to resolve disputes quietly, without litigation
• Philanthropists and foundations building structures for lasting social impact

Our Services

WILLS

A will is the clearest, most powerful thing you can do to protect your family’s future – and without one, that decision is left to the law.

Aarna Law specialises in drafting wills for individuals that ensure your intentions are clearly documented and legally enforceable. We carefully map your global and domestic assets, tailor your will to reflect your unique wishes and structure the document so it stands up to legal scrutiny recognising that clarity, precision and full disclosure are key to preventing future disputes. Our approach is personalised, ensuring that the appointed executor, beneficiary designations and contingencies all align with your portfolio and family structure. We help you express your legacy with certainty, supported by legal expertise grounded in the requirements under Indian succession law.

TRUST

A trust does what a will cannot – it protects assets during your lifetime, controls how and when wealth passes on, and can span generations.

Establishing a trust is more than a document, it is a strategic framework for preserving wealth and ensuring continuity. Aarna Law helps define the purpose, draft and execute the trust deed, appoint trustees, transfer assets, register the trust and integrate it seamlessly into your overall estate plan.

FAMILY SUCCESSION PLANNING

Most family businesses do not fail because of bad strategy – they fail because succession was never properly planned.

Aarna Law helps families and business families build robust succession strategies. Our holistic framework covers ownership transition, leadership handover, governance protocols and cross-border issues all aligned with your long-term legacy and values. We start by defining the who and when identifying potential successors, aligning ownership and setting transition timelines. Then we anchor the plan with governance structures: a family constitution or shareholder protocols that clarify roles, decision-making and dispute resolution.

ESTATE ADMINISTRATION

Losing a loved one is difficult enough. The legal process that follows should not add to that burden.

Aarna Law guides you through the entire estate administration process identifying and gathering all assets and liabilities, securing the required court order (probate or letters of administration) and distributing your estate in accordance with your will or applicable succession laws. Based on a deep understanding of Indian legislation and cross-border complications, we make sure every detail from debt settlement to legal compliance is professionally handled so your legacy transfers smoothly and securely.

HOLISTIC BUSINESS SUCCESSION STRATEGY

A business that has taken decades to build deserves a transition plan that protects both its value and its culture.

Aarna Law assists clients in establishing holistic business strategies that span ownership, leadership, governance and legacy. Our advice includes structuring governance frameworks such as shareholder agreements and family constitutions, aligning legal and tax considerations across jurisdictions, preparing the next generation of leadership, and embedding continuity plans that safeguard your business and wealth over the long term.

CROSS BORDER ASSET AND INVESTMENT PLANNING

If your wealth spans more than one country, the rules governing it span more than one legal system – and that requires specialist navigation.

Aarna Law guides you through the complexities of global wealth. Whether you hold assets in India or abroad, we help you structure cross-border investments, address tax and regulatory implications, and align your asset-allocation strategy with your legacy goals. From utilising offshore vehicles and establishing family-office frameworks to leveraging international diversification and compliant remittance channels, we ensure your global portfolio works seamlessly and securely across jurisdictions.

FAMILY GOVERNANCE AND DISPUTE RESOLUTION

Family disputes are rarely just legal matters – they are personal, sensitive, and often irreversible if not handled with the right approach.

Aarna Law supports discerning families with tailored governance and dispute-resolution frameworks that preserve value, legacy and harmony. Whether structuring family constitutions, negotiating settlements and partitions, drafting pre or post nuptial agreements, or guiding guardianship and parental rights issues, we provide discreet, strategic advice. When disputes arise, our mediation and arbitration expertise ensures you avoid costly litigation and safeguard enduring relationships all aligned with your global estate and succession objectives.

WEALTH MANAGEMENT AND STRUCTURING

Sophisticated wealth requires sophisticated structures – built to protect, grow, and transfer across generations.

Aarna Law supports high net worth families in building sophisticated wealth-holding frameworks that preserve and optimise capital across generations. From establishing dedicated family offices and tailored investment vehicles domestic and offshore to crafting asset-protection strategies and aligning your global portfolio with legacy objectives, we deliver discreet, strategic structuring and investment advice to ensure your wealth is positioned for resilience, growth and seamless continuity. In addition, we provide comprehensive regulatory and compliance advisory under the Foreign Exchange Management Act, 1999 (FEMA), Reserve Bank of India (RBI) and Securities and Exchange Board of India (SEBI) to ensure your structures are robust, compliant and future-proof.

CHARITY

Generosity is most powerful when it is structured well – ensuring your support reaches the right people, in the right way, at the right time.

Aarna Law guides clients in structuring charitable endeavours with immediacy and care. From establishing trusts and gifting vehicles to directing relief funding and grant disbursements, our focus is on ensuring your compassion translates into legally sound and effective action. With rigorous compliance and transparent governance, we help you extend a helping hand today responsibly and meaningfully.

PHILANTHROPY AND SOCIAL IMPACT

A philanthropic vision is only as powerful as the structure behind it.

Aarna Law guides high net worth individuals and families in structuring purposeful philanthropic endeavours that align with their values and legacy. From setting up charitable trusts and foundations to ensuring full compliance with Foreign Contribution (Regulation) Act, 2010 (FCRA) and corporate social responsibility (CSR) regulatory frameworks, we provide strategic counsel on governance, endowment management and high-impact giving. With our support, your charitable vision becomes legally robust, operationally effective and structured for enduring social impact.

TAX AND REGULATORY ADVISORY

Tax planning is not just about saving money – it is about ensuring that what you have built is not diminished by what you did not plan for.

At Aarna Law, our Private Client Tax team delivers proactive, strategic and fully compliant solutions to sophisticated tax challenges faced by high net worth individuals. From estate, gift and capital gains tax planning to optimising wealth-transfer structuring, we help you anticipate and navigate the tax implications of your legacy. We advise NRIs and foreign citizen clients on Indian taxation, represent you before the Central Board of Direct Taxes (CBDT), the Income Tax Department and appellate authorities, and guide you through cross-border tax treaty planning and double taxation avoidance. We also offer expert counsel on residency status, foreign asset reporting and exchange control compliance ensuring your tax position is robust and future-ready.

Why Clients Choose Us

At Aarna Law, we offer an integrated advisory experience bringing legal, tax and compliance expertise under one roof with proven cross-border capability across the UK, UAE, Singapore and the US. Our relationship-based approach is grounded in discretion, sensitivity and trust, and we pride ourselves on multi-generational experience advising legacy families over decades. We collaborate closely with financial advisors, accountants and trustees to deliver cohesive, aligned strategies that serve your objectives and safeguard your family’s future.

Recent Engagements

Our team at Aarna Law recently assisted a leading Indian business family in restructuring its global holdings via an India-based trust, designed a comprehensive governance framework and family constitution for a third-generation enterprise, advised an NRI family on succession and tax planning across India, Dubai and the UK, and supported the establishment of a major philanthropic foundation including securing FCRA registration and income-tax exemptions.