Panel Discussion - Current Trends and Concerns for Indian Families

Pranav Khanna of Trident Trust

Sep 13, 2023

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  • What are the challenges and expectations of UHNW Indian Families today?
  • How is the role of estate and legacy planning changing today?
  • How do Indian families move money offshore today – especially now as there are so many very wealthy clients?
  • How is philanthropy developing? Especially given the impact of changes in regulations.
  • How do clients plan for their collectibles – like vintage cars and art? How do they structure these assets and who do they leave them to?
  • How are trust disputes likely to play out in the future? What are the issues?
  • Are families adequately prepared for the transition to the next generation?
  • Are families taking any steps to evaluate the risks and consider solutions?


Pranav Khanna
Trident Trust

Panel Members

Shweta Shah
Head - Wealth Structuring & Estate Planning
Nuvama Private

Bijal Ajinkya
Khaitan & Co

Sunita Singh-Dalal
Partner, Private Wealth & Family Offices
Hourani & Partners

Sneha Makhija
Head of Wealth Planning
Sanctum Wealth

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