Panel discussion – The changing needs of Wealthy Indian Families

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

The changing needs of Wealthy Indian Families

  • How is the role of estate and legacy planning changing today?
  • What are the onshore and offshore opportunities and challenges?
  • How do clients successfully engage the next gen?
  • How do wealthy Indians structure their offshore wealth in a way away that is compatible with Indian tax and legal regulations?
  • What are the moving parts – and how do you co-ordinate the best solution for clients?
  • What are the pitfalls and consequences of not doing it properly?



Pranav Khanna
Trident Trust

Panel Members

Bijal Ajinkya
Khaitan & Co

Shweta Shah
Head Wealth Structuring & Estate Planning
Edelweiss Private Wealth

Sean Coughlan
Managing Director, Singapore
Trident Trust

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


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