Private client advisory for families, HNIs and family offices

Legacy assets are usually the problem

Most long-held Indian family property portfolios contain assets that nobody has reassessed in decades: a tenanted building generating negligible income, a plot held for a development that never happened, a commercial unit in a decayed location, a flat occupied by an arrangement no document describes.

Individually each is tolerated. Collectively they often represent the majority of the portfolio's value and the minority of its return, and they carry risks — tenancy claims, title gaps, unpaid dues, redevelopment deadlines — that compound quietly.

A portfolio review that simply lists what is held, what it earns, what it is worth and what is wrong with it is frequently the most useful engagement we undertake for a family.

Family settlements need a valuation everyone accepts

The hardest part of a family property settlement is rarely the law. It is agreeing what each asset is worth, because the parties have different views, different attachments and different information.

Our contribution is an independent, evidenced valuation basis applied consistently across the whole estate, with the methodology visible. It does not remove the difficulty, but it moves the discussion from competing assertions to a common set of numbers — which is usually the precondition for any settlement.

Discretion

We do not name private clients, publish their transactions, or use their holdings as marketing material — including anonymised, because in a market this small anonymised is often identifiable.

We also do not act for two parties in the same family dispute, and we will withdraw rather than continue where an instruction would put us in that position.