Planning, Advisory and Dispute Resolution

Strategic structuring, advisory, and tax dispute resolution support

Planning, Advisory and Dispute Resolution

Overview

High-net-worth individuals and family offices require a structured and holistic approach to managing wealth, investments, and business interests. Engaging a trusted advisor becomes critical in aligning financial strategies with long-term objectives.

The increasing complexity of investment structures, regulatory requirements, and cross-border holdings has made asset structuring and financial planning more sophisticated. Additionally, disputes, audits, and regulatory scrutiny require proactive planning and expert advisory support.

At BDO India, we evaluate each client’s overall financial and tax position to deliver integrated asset structuring  advisory solutions. Our approach combines wealth and investment structuring, business advisory, and dispute resolution support to help clients manage risks, optimise structures, and achieve their financial goals.


How BDO India Can Help

Our approach integrates asset structuring, investment advisory, and dispute resolution into a cohesive framework, helping clients manage complexity while aligning with regulatory and tax requirements.

We provide advisory on asset structuring, including wealth and investment accounting, structuring of foreign assets, and management of investment vehicles and incentive arrangements.

We support tax structuring for investment strategies, fund management, and private equity, ensuring alignment with regulatory frameworks and long-term financial objectives.

We advise on structuring the acquisition of high-value assets such as yachts, aircraft, and other complex investments, ensuring tax efficiency and regulatory compliance.

We assist with philanthropic planning, global CSR compliance, tax exemptions, and administration of charitable initiatives, aligning financial strategies with social objectives.

We provide advisory across investment structuring, identification of appropriate entities (trusts, partnerships, corporate vehicles), and business and shareholder exit strategies.

We support tax audits, litigation management, arbitration, and advisory on family separation in alignment with trust structures, helping mitigate risks and manage disputes effectively.


How BDO India Can Help

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