Helping Asian Wealth Management Communities Interact
Profile:
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).
Videos
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