Overview

Expanding your Family Office overseas is not just an opportunity—it’s a strategic leap into the global marketplace. Our Overseas Family Office services focus on optimizing the family’s tax cost across multiple jurisdictions while ensuring compliance with relevant tax laws.

Cross-Border Tax Planning:

• Developing strategies to minimize the family’s overall tax liability.
• Leveraging international tax treaties and agreements to optimize tax cost-effectively.

Structuring Investments:

• Advising on tax-efficient structures for international investments.
• Considering the impact of different holding structures on taxation.

Transfer Pricing:

• Ensuring intra-family transactions are priced at arm’s length to comply with transfer pricing regulations.
• Mitigating the risk of transfer pricing litigation and disputes.

Tax Compliance and Reporting:

• Managing compliance with tax filing requirements in India
• Providing accurate and timely reporting to tax authorities.

Estate and Inheritance Tax Planning:

• Developing strategies to save estate and inheritance taxes in India.
• Structuring the transfer of wealth to heirs in a tax-efficient manner.

Expatriate Tax Services:

• Advising on the tax implications of international relocations.
• Managing compliance with tax obligations for family members residing in different countries.

VAT and Indirect Taxes:

• Advising on Value Added Tax (VAT) and other indirect tax implications of cross-border transactions.

Tax Risk Management:

• Identifying and mitigating tax risks associated with cross-border activities.
• Developing strategies to address potential challenges from tax authorities.

Tax-Efficient Philanthropy:

• Structuring charitable giving in a tax-efficient manner.
• Advising on jurisdictions with favourable tax treatment for philanthropic activities.