Felicity offers a broad range of estate and succession planning solutions. Our experienced tax & legal professionals fulfill the needs of your families to transit your wealth from one generation to the next thereby protecting the wealth and interests of your future generations. With our great extent we offer families the maximum value and personalized service.
Our approach of creating solutions will best match the unique needs of NRI’s. Estate planning is an important stage in wealth management journey. Felicity guarantees the business succession to be completed with little disruption as possible.
Our Estate/succession planning solution includes:
Assets protection
While providing our solution in asset protection we maintain highest standards of integrity and professional ethics. Succession planning is important to NRI’s for the successful asset transfer to their heirs.
Value creation
Our succession planning will help you to minimize your tax and maximize the value of your wealth. If you want to avoid disputes among family members on wealth sharing in future it is important to have an estate/succession plan. Creating a succession plan is important as like creating wealth to ensure the wealth is taken care of without getting diluted.
Tax planning
Tax consequences need to be considered when you are looking for a succession plan. Felicity tax experts can help you to choose the succession plan truly matches your needs. With a perfect succession plan you can minimize your taxes now and your heirs will also pay less tax in the future.
Compliance assurances
We provide you the compliance assurance services to meet the regulatory controls. Our professionals can help the NRI’s to satisfy the confusing regulatory requirements.
