Plan Today. Preserve Tomorrow.
Comprehensive estate & succession solutions tailored for Indian families and entrepreneurs.
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Heritage Meets Innovation
Founded in 1989 on Mumbai’s iconic Altamount Road, Shroff & Sons Estate Planners Pvt. Ltd. has guided more than 2,500 Indian and NRI families through seamless wealth transfer. The firm began as a boutique chamber focusing on wills; today, our multidisciplinary practice blends legal acumen, chartered accountancy and behavioural economics to engineer airtight succession blueprints.
We believe estate planning is not merely about dividing assets—it is about preserving family harmony, safeguarding entrepreneurial vision and embedding societal impact. Our advisors work shoulder-to-shoulder with clients to anticipate legal reforms, navigate cross-border regulations and uphold cultural sensitivities unique to every household.
35+
Years of Practice₹12,000 Cr
Assets Structured98%
Probate Success RateOur Services
Will Drafting
Legally robust wills reflecting family dynamics, business interests and philanthropic visions.
- Plain-English clauses
- Digital & physical custody
- Periodic review reminders
Trust Formation & Management
Revocable, irrevocable and private family trusts structured for asset protection and tax optimisation.
- Corporate & individual trustees
- Annual audit support
- Beneficiary stewardship
Succession & Family Governance
Frameworks that formalise roles, voting rights and dispute-resolution protocols for family-run enterprises.
- Family charters
- Next-gen leadership training
- Mediation workshops
Estate Tax Advisory
Integrated tax strategies aligned with evolving Indian regulations and international treaties.
- GST & stamp duty mitigation
- Cross-border compliance
- Charitable deduction planning
Why Choose Us
ISO 27001 Data Security
Bank-grade encryption, secure client portals and on-premise servers audited annually.
Integrated Tech Stack
Digital signing, biometric KYC and real-time document tracking for friction-free engagement.
Sustainability Commitment
Paperless workflows, solar-powered office and carbon-neutral courier partners.
Regulatory Compliance
Adherence to Indian Succession Act, FEMA and GDPR ensures peace of mind for resident & NRI clients.
Our Process
Discovery
Confidential consultation to understand family structures, assets and long-term aspirations.
Blueprint
Draft a customised estate map outlining legal instruments, tax implications and governance models.
Implementation
Execute documents, liaise with registrars & financial institutions, and oversee registrations.
Ongoing Stewardship
Annual reviews, beneficiary education sessions and proactive regulatory updates.
Case Studies
Diversified Business Family (₹3,500 Cr)
Challenge: Complex cross-holding structures with overseas subsidiaries.
Solution: Hybrid trust-holding pattern minimising succession duties across 3 jurisdictions.
Result: Projected tax saving of ₹120 Cr and seamless board transition in 8 weeks.
Single-Parent Household
Challenge: Guardianship and education funding for minors.
Solution: Education trust with staggered disbursements and insurance-backed corpus.
Result: Zero probate delay; 15-year education funding protected against inflation.
Client Testimonials
“Shroff & Sons converted our complex shareholding into an airtight family trust—no litigation hassles and significant tax benefits.”
Industrialist
“The team’s empathy and clarity helped me secure my children’s future in under a month.”
Entrepreneur
“From biometric KYC to e-signing, every step felt effortless. Their tech-centric approach saved us several trips to the registrar’s office.”
Startup Founder
“Their annual stewardship review flagged a legislative change early, saving our family trust nearly ₹8 Cr in penalties.”
NRI Investor
“Transparent fees, prompt responses and zero jargon—something rare in the legal world.”
Second-Generation Business Owner
Our Team
Samir Shroff
Managing Partner
LL.M. (London), 30+ years in estate law, member of STEP and Bombay Bar Association.
LinkedIn
Ananya Shroff
Director – Tax & Compliance
Chartered Accountant & CFP with a focus on cross-border taxation and FEMA advisory.
LinkedIn
Dr. Karan Desai
Head of Family Governance
PhD in Behavioural Economics; designs conflict-resolution frameworks for family businesses.
LinkedInResources & Insights
2024 Wealth Transfer Whitepaper
Discover emerging trends, tax reforms and international best practices shaping wealth succession.
Download PDFLatest Blog Posts
- 5 Common Will Drafting Mistakes in India Mar 2024
- Trusts vs LLPs for Family Assets Feb 2024
Frequently Asked Questions
Ready to Secure Your Family’s Future?
Book a ConsultationContact Us
Our Office
Address: 5 Shivani Chambers, Altamount Road, Mumbai 400026, India
Phone: +91 22 6650 1234
Email: info@
