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Tag: succession planning

Why Family Wealth Needs Structure, Not Just Strategy: A Conversation with Soumik Bandyopadhyay

Why Family Wealth Needs Structure, Not Just Strategy: A Conversation with Soumik Bandyopadhyay

Business, Press Release
Soumik Bandyopadhyay, Founder and Managing Director of Soumik Bandyopadhyay Advisors Pvt. Ltd. (SBAPL) New Delhi [India], May 25: In India’s rapidly evolving wealth management landscape, the conversation has long been dominated by strategy — asset allocation models, portfolio diversification, alternative investment classes, and return optimisation. But Soumik Bandyopadhyay, Founder and Managing Director of Soumik Bandyopadhyay Advisors Pvt. Ltd. (SBAPL), believes this conversation is missing its most important chapter. “Strategy tells you where to deploy capital,” he says. “Structure determines whether that capital survives the next generation.” It is a distinction that sounds simple. In practice, it is the difference between family wealth that compou...
CAPITAIRE launches succession planning arm, True Legacy

CAPITAIRE launches succession planning arm, True Legacy

Business, Press Release
CAPITAIRE launches succession planning arm, True Legacy Kochi (Kerala) [India], December 1: Leading business consultancy firm CAPITAIRE has launched True Legacy, a pioneering brand in India dedicated exclusively to succession planning for individuals, families and business owners.CAPITAIRE founder Sreejith Kuniyil said succession planning is an important aspect of wealth protection that has been widely neglected and that it should be approached with the same seriousness as regulatory compliance and tax obligations. “Not making a succession plan is in reality a financial crime against the family and dependents. When there is no succession plan, the consequence is that the government then decides one’s legacy based on inheritance laws”, Sreejith said. He said True Legacy is focused ex...