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UHNI Strategic Desk – Shunyatax Global
Private Wealth  ·  UHNI Service Desk

UHNI Strategic Desk

Confidential Cross-Border Wealth Architecture
for ₹250Cr+ Promoters & Family Offices

Access by Invitation or Referral Only

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Core Advisory Services

Comprehensive Wealth
Architecture for Families

An integrated suite of advisory services designed for ultra-high-net-worth individuals and family offices — spanning financial planning, estate structuring, offshore strategy, and beyond.

01  —  Financial Planning

Strategic Wealth
Preservation

Holistic, long-horizon planning anchored in wealth preservation and structured investment strategy tailored to your family's objectives.

Long-term wealth preservationInvestment planning Liquidity planningPMS strategyStrategic allocation
02  —  Estate Planning

Legacy & Asset
Transfer

Meticulous structuring of estates, wills, and trusts to ensure seamless intergenerational transfer and lasting protection of family wealth.

Wills & trustsAsset transfer planning Inheritance structuringFamily wealth protection
03  —  Wealth Structuring

Ring-Fencing &
Consolidation

Sophisticated holding structures and asset protection frameworks that separate risk, optimise tax efficiency, and consolidate family wealth.

Holding structuresAsset protection Tax-efficient ownershipFamily wealth consolidationRisk segregation
04  —  Succession Planning

Next-Generation
Continuity

Structured transition of family businesses and wealth with robust governance frameworks to prevent disputes and honour legacy traditions.

Family business transitionNext-gen ownership planning Governance frameworkDispute prevention
05  —  Offshore Structuring

Global Asset
Architecture

Cross-border legal structuring, foreign entity advisory, and offshore compliance to protect and grow wealth across international jurisdictions.

Legal offshore structuringForeign entity setup Offshore complianceGlobal wealth protection
06  —  Cross-Border Structuring

Multi-Jurisdiction
Strategy

Integrated FEMA advisory, repatriation planning, and international compliance for families with assets or residency across multiple countries.

Multi-jurisdiction tax planningFEMA advisory Foreign investmentsRepatriation planningInternational compliance
07  —  Family Office Structuring

Institutional-Grade
Governance

End-to-end design of single and multi-family offices — governance, reporting, investment oversight, and confidential wealth administration.

Governance setupReporting frameworks Investment oversightFamily charter Risk controlsConfidential wealth admin
08  —  Dispute Prevention

Family Harmony
Framework

Proactive structuring of governance agreements and family charters that pre-empt conflict and create durable mechanisms for resolution.

Dispute prevention frameworkCorporate family governance Pre-emptive structuring
Offshore Advisory · Cross-Border Structuring · Asset Protection

Offshore Structuring
& Asset Protection

End-to-end cross-border financial and legal solutions for NRIs, HNIs, and businesses navigating global wealth and compliance.

01
International Company Setup
Offshore entities in UAE, Singapore, Mauritius, BVI & beyond
02
NRI Transition Planning
Residency shifts, repatriation, account reclassification
03
Cross-Border Tax Structuring
DTAA, holding structures, treaty benefits, capital gains
04
FEMA & RBI Advisory
ODI, LRS, RBI approvals, compounding of contraventions
05
International Banking Coordination
Account setup, KYC prep, fund flow & signatory structuring
06
Cross-Border Compliance Planning
CRS, FATCA, Schedule FA filings, POEM advisory
Getting you Indian community access in that country
Assisting you in acquiring home and creating a lifestyle better for you

Engagement Model

Flexible, Transparent
Fee Structure

Services are structured across one-time advisory engagements and recurring retainer mandates, calibrated to the complexity and scope of your family's requirements.