FLO Amritsar, under the leadership of Chairperson Ms. Tannya Khanna, hosted the “Legacy & Succession Forum” at Welcomhotel Amritsar (The Swizzle) as an exclusive platform dedicated to empowering business families, entrepreneurs, and industry leaders with strategic insights into legacy planning, succession management, and wealth preservation. Organised under the State-Specific Growth Industries pillar, the forum focused on strengthening awareness around legal advocacy, policy advocacy, MSME & Export enablers, and financial literacy for modern business families navigating increasingly global and complex financial ecosystems.
The event brought together distinguished experts from Khaitan & Co and 1291 Group, including Ganesh Prasad, Moin Ladha, Kshitij Kulkarni, Akshika Harikrishnan, and Anurag Mankikar, who shared practical guidance on family governance, cross-border estate planning, asset protection, international insurance structures, and tax-efficient wealth transition. Through expert-led discussions and interactive sessions, participants gained valuable understanding of the legal and regulatory frameworks impacting family-owned businesses, MSMEs, export-oriented enterprises, and global assets.
A key focus of the forum was to promote informed decision-making and long-term business continuity through structured succession planning and leadership transition strategies. The discussions highlighted the importance of proactive governance models, financial preparedness, policy compliance, and export-readiness in safeguarding generational wealth and sustaining family enterprises across generations.
Special emphasis was also placed on regulatory awareness, including the Liberalised Remittance Scheme (LRS), international financial structures, evolving compliance mechanisms, and strategic business expansion opportunities relevant to Indian entrepreneurs and global business families.
Key Takeaways
- Exclusive forum on legacy planning, succession strategy, and wealth preservation.
- Insights on family governance, asset protection, and cross-border estate planning.
- Guidance on international insurance structures and tax-efficient wealth transition.
- Awareness on regulatory frameworks including Liberalised Remittance Scheme (LRS).
- Interactive discussion addressing multi-generational business continuity and leadership transition.
- Practical roadmap for business families managing global assets.
Impact
Around 50 FLO members and 90 beneficiaries became a part of this Legacy & Succession Forum. The primary objective of this forum is to equip business families and entrepreneurs with the strategic knowledge required to manage multi-generational wealth preservation and business continuity. Ultimately, the session aims to strengthen business leadership preparedness in the region, ensuring long-term financial security, robust risk mitigation, and sustainable corporate growth across generations.