At Terentia, the endeavor is to provide clients with a robust and holistic estate and succession plan that will seamlessly transfer the legacy from one generation to another through a mix of the best global practices and traditional values. Each service is tailor-made using technology and research and dual control has been exercised over operational processes. Under Estate Planning, Terentia helps clients to draw up Wills, set up Trusts and helps in execution of the wills. In Business Succession Planning, Terentia helps the family to hold the business equity in a structured and controlled way and also create rules, processes and systems to help the family co-exist in harmony through an arrangement called Family Constitution. The family can manage the investible assets through Family Office.
Succession plans are not only important in a business; it's important to make a will or a power of attorney - whether you live in a nuclear or a joint family.