Client : Mr Khanna’s Family
Profile: 3-generation family running a manufacturing business
City: Ludhiana
Challenge:
Multiple properties, assets, and business interests spread across family members. No formal succession plan, leading to rising concerns about future disputes.
Our Approach:
- Mapped all family assets, businesses, and liabilities
- Created individual wills for family heads and recommended a revocable family trust
- Restructured business ownership under a holding company to simplify succession
- Developed a governance document outlining roles, responsibilities, and dispute resolution mechanisms
- Arranged a family meeting to discuss the plan openly and involve the next generation
Outcome:
Estate transfer mechanism now ensures clarity, control, and continuity. All family members signed off on the plan, reducing emotional and legal risk.
Client Feedback:
“Blue Sage Wealth helped our family navigate one of the toughest but most essential financial conversations. The solutions were thoughtful, tax-efficient, and future-ready.” — Ritika Khanna, Daughter-in-law & CFO
