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Cross-Border Planning: Middle East
TBC 2024

Gautami Gavankar
CEO - Estate Planning & Trusteeship and Head - Family Office at Kotak Mahindra Group
Speaker

Profile

Gautami Gavankar is CEO, Estate Planning and Trusteeship Services at Kotak Mahindra Trusteeship Services. She also spearheads the Family Office practice at Kotak Investment Advisors Limited.

Gautami joined the Kotak Mahindra Group in 2005 to set up the Estate Planning business at Kotak. She works with families to help them plan their estate in an efficient manner, tailored to meet each client’s specific and unique needs. This includes assisting them with setting up onshore and offshore wills and trusts. She has assisted many families with multi-jurisdictional presence in countries like the United States, the United Kingdom etc and has vast experience in dealing with succession issues unique to such families.

Through Kotak’s Multi Family Office proposition, Gautami engages in setting up Family Offices and other structures for various UHNI families, and which includes providing assistance with services such as offshore structuring, consolidation of assets and holding structures, immigration planning, philanthropic giving and concierge services.

Gautami has over 23 years of experience in the fields of Estate Planning and Family Offices. Prior to joining Kotak, Gautami worked with Kanga & Company, one of the leading and oldest law firms in India.

Gautami has been at the forefront of the Estate Planning and Family Office landscape in India, advising some of India’s most respected families. She is also a frequent speaker at forums on these subjects.

Gautami is a qualified Solicitor, a member of Bombay Incorporated Law Society and a Law Graduate from Mumbai University.

When she is not advising clients, Gautami is interested in trekking, reading and photography.

Agenda Sessions

  • Succession Planning and Family Office Trends among UHNW Indian Families

    10:30