Succession Expert Ketan Dalal's Webinar Series on Family Enterprises, Succession & Continuity
- Year of Publication: 2026
- ISBN: 0
Some of India’s most successful business families have built extraordinary enterprises over decades...sometimes generations.
Yet many are structurally unprepared for the single most consequential transition they will ever face: the transfer of ownership, leadership and responsibility across generations.
In our experience advising family-owned businesses including large listed groups and closely held enterprises, succession is rarely only about tax, law or governance.
It is equally about:
- preserving relationships,
- managing expectations,
- balancing family and business interests,
- and ensuring continuity without conflict.
The absence of structure often works well in the first generation.
By the second or third, it can become a source of uncertainty, distrust and value destruction.
Against this backdrop, Taxsutra is hosting a curated three-part webinar series on "Preserving Family Business & Wealth across Generations" led by Mr. Ketan Dalal (Managing Partner, Katalyst Advisors LLP).
SESSION 1
Succession Planning: Family Businesses and Passive Assets
Family succession, ownership structures, operating businesses, passive assets and the importance of early planning
Day, Date & Time : Friday, June 05; 4:30 PM to 6:00 PM
SESSION 2
When Listed Companies Enter the Family Equation
Complexities involving promoter holdings, governance expectations, stewardship, trusts, disclosures and inter-generational transitions in listed entities.
Day, Date & Time : Friday, June 12; 4:30 PM to 6:00 PM
SESSION 3
When Families Break: Mediation, Settlements & Resolution
Resolving disputes through mediation, family arrangements and preserving both value and relationships.
Day, Date & Time : Friday, June 26; 4:30 PM to 6:00 PM
The discussions will draw upon practical experience from complex real-world situations involving both listed and unlisted family enterprises.
This series is designed for:
- business families,
- promoters,
- next-generation leaders,
- family office stakeholders, and
- trusted advisors working closely with family enterprises.
Registration:
Participation in the series will be Complimentary for Taxsutra PRO subscribers and Enterprise clients.
For other participants, the fee for the full three-part series will be INR 7,500 plus taxes.
Taxsutra is considered the most credible source of tax news in the tax fraternity. What started as a fledgling start-up has now become a leading brand in the tax world not only in India, but across the globe. Taxsutra's diverse customer set includes Fortune 500 Companies, large Indian Business Groups, Global Conglomerates, Tax Judges, IRS Officers, CBDT, Tax Lawyers & thousands of tax practitioners.
Taxsutra suite of portals :
- Real time tax news & analysis for Corporate Tax (www.taxsutra.com/dt)
- Transfer Pricing Portal (www.taxsutra.com/tp)
- GST and Central Indirect Taxes Portals (www.taxsutra.com/gst - www.idt.taxsutra.com)
- LawStreetIndia (LSI) (www.taxsutra.com/lsi) contains sub-modules on Company law, Securities law (SEBI/SAT), FEMA, IP laws & Competition Law
- "Taxsutra Database" - Powerful Online Direct Tax Reference and Search Tool (www.database.taxsutra.com)
- Taxsutra GST Database (www.atoll.taxsutra.com)
- Taxsutra Learning Hub (www.taxsutralearninghub.com)
- Taxsutra Accounting Standards portal (Ind-AS) (www.greentick.taxsutra.com)
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- Year of Publication: 2026
- ISBN: 0
Some of India’s most successful business families have built extraordinary enterprises over decades...sometimes generations.
Yet many are structurally unprepared for the single most consequential transition they will ever face: the transfer of ownership, leadership and responsibility across generations.
In our experience advising family-owned businesses including large listed groups and closely held enterprises, succession is rarely only about tax, law or governance.
It is equally about:
- preserving relationships,
- managing expectations,
- balancing family and business interests,
- and ensuring continuity without conflict.
The absence of structure often works well in the first generation.
By the second or third, it can become a source of uncertainty, distrust and value destruction.
Against this backdrop, Taxsutra is hosting a curated three-part webinar series on "Preserving Family Business & Wealth across Generations" led by Mr. Ketan Dalal (Managing Partner, Katalyst Advisors LLP).
SESSION 1
Succession Planning: Family Businesses and Passive Assets
Family succession, ownership structures, operating businesses, passive assets and the importance of early planning
Day, Date & Time : Friday, June 05; 4:30 PM to 6:00 PM
SESSION 2
When Listed Companies Enter the Family Equation
Complexities involving promoter holdings, governance expectations, stewardship, trusts, disclosures and inter-generational transitions in listed entities.
Day, Date & Time : Friday, June 12; 4:30 PM to 6:00 PM
SESSION 3
When Families Break: Mediation, Settlements & Resolution
Resolving disputes through mediation, family arrangements and preserving both value and relationships.
Day, Date & Time : Friday, June 26; 4:30 PM to 6:00 PM
The discussions will draw upon practical experience from complex real-world situations involving both listed and unlisted family enterprises.
This series is designed for:
- business families,
- promoters,
- next-generation leaders,
- family office stakeholders, and
- trusted advisors working closely with family enterprises.
Registration:
Participation in the series will be Complimentary for Taxsutra PRO subscribers and Enterprise clients.
For other participants, the fee for the full three-part series will be INR 7,500 plus taxes.
Taxsutra is considered the most credible source of tax news in the tax fraternity. What started as a fledgling start-up has now become a leading brand in the tax world not only in India, but across the globe. Taxsutra's diverse customer set includes Fortune 500 Companies, large Indian Business Groups, Global Conglomerates, Tax Judges, IRS Officers, CBDT, Tax Lawyers & thousands of tax practitioners.
Taxsutra suite of portals :
- Real time tax news & analysis for Corporate Tax (www.taxsutra.com/dt)
- Transfer Pricing Portal (www.taxsutra.com/tp)
- GST and Central Indirect Taxes Portals (www.taxsutra.com/gst - www.idt.taxsutra.com)
- LawStreetIndia (LSI) (www.taxsutra.com/lsi) contains sub-modules on Company law, Securities law (SEBI/SAT), FEMA, IP laws & Competition Law
- "Taxsutra Database" - Powerful Online Direct Tax Reference and Search Tool (www.database.taxsutra.com)
- Taxsutra GST Database (www.atoll.taxsutra.com)
- Taxsutra Learning Hub (www.taxsutralearninghub.com)
- Taxsutra Accounting Standards portal (Ind-AS) (www.greentick.taxsutra.com)
