Succession - For your Business, Family, and Future.

Know the valuation of your business before making any big transitions

Get In Touch

80% of Indian businesses are family-owned, and only 21% have a succession plan in place.

Did you know that having a Will is beneficial even for people who are not into business? 

How does a will benefit the common man?

  • Protects the future of the Spouse
  • Helps in leaving behind a legacy for future generations
  • Helps avoid legal conflict
  • Leaves a roadmap to preserve family assets

Why must every individual have a Will in place?

Peaceful handover of assets to the next generation

Safeguarding the rights of spouses and children

Providing a roadmap for the future of business and assets

Zero hassle of litigation amongst family members or business stakeholders

See how I can help you

Wills & Estate Planning

I view wills and estate planning as living frameworks, designed today, adaptable for tomorrow, and enduring across generations. My approach ensures your wishes are honoured, 
your assets safeguarded, and your family protected with clarity and care.

What I Deliver:

  • Drafting, registering, and reviewing wills that reflect your values and wishes.
  • Revising and updating estate documents as life evolves.
  • Providing secure custodianship of wills for safekeeping.
  • Acting as Executor to ensure fair and faithful administration.
  • Supporting probate proceedings and succession certificates.
  • Drafting and executing Gift and Relinquishment Deeds.
  • Managing cross-border estate and property complexities.
  • Optimising transfers with accurate stamp duty assessment.

Trust Structuring

I believe trusts are not legal formalities, but enduring vessels that safeguard wealth, nurture families, and carry your vision into the future. Each trust I design is a structure of stability, protection, and continuity.

What I Deliver:

  • Drafting and registering customised trust deeds.
  • Acting as a Professional Trustee with fiduciary responsibility.
  • Amending and updating trusts as circumstances evolve.
  • Ensuring audit and tax compliance for trusts.
  • Facilitating smooth transfer of family and business assets.
  • Appointing Administrator Trustees when required.
  • Overseeing stamp duty calculation and compliance.

Corporate & Financial Structuring

Every successful enterprise rests on the strength of its foundation. I help business owners build structures that are tax-efficient, compliant, and resilient for future challenges, ensuring your enterprise prospers today and thrives tomorrow.

What I Deliver:

  • Evaluating the right-fit structure for your needs.
  • Conducting cost-benefit analysis for Partnership, HUF, LLP, Pvt. Ltd., Ltd. Company, or Trust.
  • Setting up or transitioning into the chosen structure.
  • Transaction advisory for mergers, acquisitions, and transfers.
  • Financial advisory to strengthen growth and stability.

Business Succession Planning

Prosperity begins with a clear plan. Business planning is more than projections, it’s about aligning vision, values, and execution to create measurable success that endures.

What I Deliver:

  • Defining vision, mission, and guiding principles.
  • Developing growth matrices and financial projections.
  • Aligning founder and family roles with measurable KPIs.
  • Conducting SWOT analysis for strategic clarity.

Family Constitution & Governance

Strong families thrive when guided by clarity, accountability, and purpose. I help families translate values into governance frameworks, constitutions, councils, and boards that foster unity, minimise conflict, and guide decision-making across generations.

What I Deliver:

  • Drafting and implementing family constitutions.
  • Creating family councils and business boards.
  • Facilitating council meetings with professionalism.
  • Drafting and amending shareholder agreements.
  • Serving as an independent director for governance.
  • Grooming future leaders to carry the family vision forward.

Conflict Resolution

Every family faces disagreements, but how they are resolved defines the legacy left behind. My approach prioritises dignity and fairness, guiding families toward outcomes that protect both wealth and relationships.

What I Deliver:

  • Neutral mediation for constructive dialogue.
  • Legally binding family settlement agreements.

Family Office Services

True prosperity is measured not only in wealth but in peace of mind. My family office services bring together financial oversight, compliance, and lifestyle management, creating a single, seamless hub that simplifies complexities and secures your legacy.

What I Deliver:

  • Virtual or multi-family office set-ups.
  • Taxation, accounting, and compliance for families.
  • Asset consolidation with comprehensive MIS reporting.
  • Wealth and investment advisory strategies.
  • Risk management and insurance planning.
  • Global mobility, residency, and citizenship planning.
  • Secure document and estate management.
  • Lifestyle and concierge services.
Get started with planning your business succession

Having a succession plan is like having insurance for your legacy.

Add Your Heading Text Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Click here

Add Your Heading Text Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Click here

Add Your Heading Text Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Click here

Case Studies

Resolving Will litigation in the case of ancestral and inherited properties

Go to case study

Expanding the existing business with the formation of a professional board

Go to case study

Smooth exit plan for a renowned D2C brand 

Go to case study

Succession Planning - The Ravi Mamodiya Way

If you ever walk into Ravi’s office, you will notice how his personality reflects in everything that the office holds. Be it the subtle decor or a homely and comfortable vibe, Ravi Mamodiya is present in every element. That is exactly how his perspective towards succession is. It is authentic, it is practical and yet it embodies the family values that we have all grown up with. Succession is not just a task with Ravi. It is a journey that you make to safeguard something more than just your business and assets. With Ravi, you go beyond just a handover – you take the first step towards building a legacy.

  • The ways to get the best value out of your business
  • How you can plan the legacy of your business to run beyond 3 generations
  • 3 P’s Framework for creation of the will
  • Understand how to create a professional board for your business
  • Planning strategic exit for your business

Succession Planning goes beyond the passing of assets. It should be looked at as a sacred act of preserving and passing on the belief system and culture to the next generation. It's rather a greater opportunity to impart values to the successors to honour the legacy of the family.

Ravi Mamodiya

Testimonials

We were facing a family dispute over property, and there was a long pending litigation. The case was so unorganized that we were getting confused. This is where we consulted Ravi.

As Ravi went through our case, he came across points that proved insightful. With his consultation and a couple of meetings, the long pending case got a verdict in a span of two months. I strongly recommend Ravi for his inconsiderable efforts and his problem-solving approach in succession related legal cases.

Name

Testimonials

On the sudden demise of my father, Ravi’s guidance with an understanding of the law really helped me in planning the wealth distribution as he clarified simple myths like the nominees mentioned by my father would not be the only successor. His holistic approach to counseling the family members played a vital role in easing out the entire process.

- Ankit Badaya

Partner of a famous FMCG brand - Lakda Besan and Dal Utpadan

Ravi’s passion for succession planning was evident from day one. He conducted thorough assessment of our current leadership structure, potential successors, ensuring that our succession plan is aligned to our long term objectives, needs and
wants. We highly recommend them to businesses seeking professional guidance
for succession planning.

- Sandeep Mundra

Managing Partner
Artasia

Working with Ravi Mamodiya has been instrumental in the strategic development of our company at The Wise Idiot. As a young business in the throes of growth, Ravi’s guidance has been invaluable, providing us with a clear roadmap for building a robust, future-focused enterprise. His philosophy of treating a business as a distinct entity, with a strong emphasis on process-oriented growth, resonates deeply with our ethos. 

- Divyank Jain

Co-Founder
The Wise Idiot

Ravi Mamodiya shares experiences and solutions to tackle the problems due to the lack of succession planning. Subscribe to our newsletter, Succession Samvaad and you will learn something new every week!

Have more questions?

... you need more than luck to navigate successfully through a thousand sieves in succession.

-Richard Dawkins.