Sneha Makhija leads the wealth planning division to provide comprehensive estate planning solutions to a diverse clientele of high-net-worth individuals including professionals, entrepreneurs, business owners and multi-generational family businesses. Bringing years of expertise to the role, Sneha specialises in creating bespoke wealth planning solutions for UHNW individuals and families. She provides advice to clients on their estate and succession planning requirements that includes advisory on creation and structuring of trusts and wills with best practice governance principles to ensure their longevity and success. Her in-depth understanding of governance issues in multi-generational business families enables addressing of business and relationship challenges that such families often encounter. She has worked with organisations such as Barclays Bank PLC., and Kotak Family Office. She is a Chartered Trust and Estate Planner (CTEP)TM and holds an MBA from Durham University Business School (UK).
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Sanctum Wealth's Head of Wealth Planning’s Insights on Modern Family Estate Planning and the Challenges Ahead for India’s HNWIs In a recent discussion at the Hubbis India Wealth Management Forum 2023 in Mumbai, Sneha Makhija, Head of Wealth Planning at Sanctum Wealth, shared some valuable observations on the evolving dynamics of family wealth transition and planning. Reflecting on the changes she has witnessed, Sneha emphasi....
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Curating the Right Solutions for India’s HNWI Clients in Today’s Environment A panel of experts debated the key trends on wealth structuring and wealth planning for India’s wealthy private clients and discussed how the industry should best engage and retain younger generation clients, as more and more wealth is transferred to the next generations..