At Zone Capital Advisors we understand the importance of not only securing but also growing your family wealth. Our Family Office & Succession Planning team offers a broad spectrum of private wealth management and succession planning services to selected families. We handle your family’s financial affairs and help you grow your wealth and secure your legacy for the next generation.

One of our niche areas is catering to the wealth and estate management and succession planning needs of members of the Indian diaspora settled in foreign countries, especially in the UK and the UAE. With the support of our international experts, and with a view to offering them the most effective solutions, we assist these clients in:

– Securing family derivatives and making investments
– Securing ancestral and self-acquired properties and estate in India
– Drawing and registering wills, deeds and other testamentary documents
– Setting up trusts, charities or other entities

We strive to ensure that assets are passed on to the next generation in accordance with the wishes of the owners, are safe and protected, and disputes are avoided. Our team has successfully handled probates and succession cases to enforce Wills across countries and other complex issues of private international law and inheritance tax.