High Networth Individuals

MAHESHWARI & CO. offers legal expertise for the unique needs of High Networth Individuals, offering comprehensive solutions that elevate wealth management strategies.

With an understanding of the legal landscape surrounding high networth individuals, MAHESHWARI & CO. delivers solutions that empower clients to protect, grow and transfer their wealth .

With insight into the legal intricacies of high networth portfolios, MAHESHWARI & CO. provides high networth individuals with the tools and strategies they need to navigate legal landscapes.

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Services Offered

Wealth Management and Financial Planning

We provide wealth management and financial planning services to help HNWIs achieve their long-term financial goals. Our experts work closely with clients to develop investment strategies, asset allocation plans and retirement planning solutions.

Estate Planning and Trust Services

We assist HNWIs in developing comprehensive estate plans to protect and transfer their wealth to future generations efficiently. Our firm offers expertise in drafting wills, trusts and other estate planning documents, as well as implementing tax-efficient wealth transfer strategies.

Asset Protection and Risk Management

MAHESHWARI & CO. guides HNWIs on structuring ownership, creating asset protection trusts and implementing risk management measures to preserve wealth and minimize exposure to potential liabilities.

Tax Advisory and Compliance

Our firm provides expert tax advisory services to HNWIs, including tax planning, compliance and representation in tax matters. We help clients optimize their tax positions, minimize tax liabilities and ensure compliance with relevant tax laws and regulations.

International Wealth Management

For HNWIs with international interests, MAHESHWARI & CO. guides cross-border investment opportunities, foreign asset reporting requirements and tax implications of global investments.

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Why Choose Us?

Tailored Solutions for Complex Wealth Management

With a deep understanding of the complexities involved in managing substantial assets, we provide personalized guidance to optimize wealth management strategies and achieve financial objectives efficiently.

Comprehensive Legal Expertise Across Multiple Domains

Our firm possess a multidisciplinary team of legal experts proficient in various areas relevant to HNWIs, including tax planning, estate planning, asset protection and international wealth management.

Proactive Approach to Wealth Preservation and Growth

MAHESHWARI & CO. takes a proactive approach to wealth preservation and growth, offering strategic advice and innovative solutions to safeguard assets and maximize returns.

Testimonials Of Clients

Jyotsna provided my company with outstanding legal assistance. Her work was thoughtful, timely and complete. Her advice is pragmatic and she is able to quickly understand and help resolve issues faced by foreign entities seeking to do business in India. I would highly recommend her – most particularly in connection with merger and acquisition legal services.

Debbie Rosen

Vice President/CLO at Standex International

Maheshwari& Co has been providing legal and end-to-end support for our business objectives and has been successfully representing our interests in issues pertaining to various documentations and negotiations involved in our project.

A leading Automobile company in the US

The Firm has the right balance of kindness, calmness and professionalism. I think this is the reason we have never opted for any other law firm’s services. The effective and pragmatic solutions offered have been the backbone of our business’s success.

A leading Pharmaceuticals company in the US

The Firm believes in effective partnership and collaboration. We really appreciate their approach wherein they proved to become our trusted advisor and worked as our extension in India using their expertise to deliver first-rate legal and business advice.

A leading E-commerce company in the US

The team’s tremendous efforts and vast knowledge has helped us achieve incredible momentum when we were setting up our business in India whilst ensuring we procured critical licenses and registrations within set timelines. They have the right combination of empathy and professionalism that has helped us resolve complex matters with ease.

A leading Information Technology company in the US

The dedication with which Maheshwari& Co handled our transaction relating to India’s Entry strategy was something never seen before. No overlapping, tremendous approach and communications through proper channels, had the matters flow in a smooth way and with success. Since then there has been no looking back. Easily, we can say that it is “One firm for all the legal issues”.

A leading Food & Beverage company in US

The team at Maheshwari& Co with its immense knowledge and innovative approach has handled various legal issues not only with respect to Intellectual Property but have also assisted us in setting up including obtaining licenses and registrations necessary for operations, documentations, infrastructure, and various other Pharma sector-specific support. The professional approach and sector-specific knowledge combined with understanding the needs of the clients is commendable.

A leading Healthcare company in the US

Maheshwari & Co. (‘M&Co.’) managed the deliverables upto our expectations. Every legal issue that arose was looked after by the Team MC with great thoroughness and commitment.

Team M&Co. is prompt, efficient, and professional and they are not only assisted us at every step of the way but also kept us informed regarding even the smallest of details. Advice of MC is based on practicability, which led them to come up with creative and effective solutions for our matter.

Honesty and integrity of M&Co. & its Team towards their clients are commendable. They are energetic, compassionate, and committed. It was a rewarding experience to work with such an enthusiastic team!

Largest manufacturer of ceramic/vitrified tiles in India

I wish to take this opportunity to commend the team from Maheshwari & Co. for the excellent service we have received during our recent engagements. The lawyers are exceptional, experienced, and extremely professional.

Their service was exemplary, and the entire process was well streamlined by the firm. Your team worked closely with us at every step, which made the process smooth and stress-free.

They have delivered what they promised, and I would gladly recommend their services.

A leading Gaming Certification Company in the US

FAQ

Why choose MAHESHWARI & CO. for high networth individuals' tax needs?

Choosing MAHESHWARI & CO. for high net worth individuals tax needs offers a distinct advantage rooted in our expertise, personalized approach and commitment to excellence. With a dedicated focus on serving the unique tax requirements of high net worth individuals (HNWIs), we provide tailored solutions designed to optimize tax efficiency, preserve wealth, and achieve financial goals. Our team of seasoned tax professionals possesses extensive knowledge and experience in navigating the complexities of tax laws and regulations, ensuring that HNWIs receive expert guidance and strategic advice tailored to their specific circumstances.

What tax services for high networth individuals does MAHESHWARI & CO. specialize in?

MAHESHWARI & CO. specializes in providing a comprehensive range of tax services tailored specifically to the unique needs of High Net Worth Individuals (HNWIs). Our expertise encompasses various aspects of tax planning, compliance and optimization to help HNWIs effectively manage their wealth and minimize tax liabilities. Specifically, our firm specializes in income tax planning, capital gains tax optimization, estate tax planning and international tax strategies for HNWIs with global assets and investments. We also offer specialized services such as estate planning, asset protection strategies and representation in tax disputes to safeguard our clients' wealth and interests.

How to engage MAHESHWARI & CO. for high networth individuals' tax advice?

Engaging MAHESHWARI & CO. for high net worth individuals' tax advice is a straightforward. To initiate the engagement, individuals can reach out to our firm via phone, email, or through our website to schedule an initial consultation. During this consultation, our team will take the time to understand the client's financial situation, tax concerns, and long-term goals. We will then conduct a thorough assessment to identify areas for potential tax optimization and develop a customized tax strategy.

What is our process for advising high networth individuals on tax?

Our process for advising high net worth individuals on tax involves a comprehensive assessment of their financial situation, goals and tax-related concerns. We then develop a tailored tax strategy focused on optimizing efficiency, minimizing liabilities and ensuring compliance with relevant regulations. Throughout the process, we maintain open communication, provide proactive guidance and implement personalized solutions to help our clients achieve their financial objectives effectively.

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Let our experience pave the path to your success.