Specialized Advisory Services
Permanent Establishment (PE) Risk Advisory
Assessment and mitigation of PE exposure in India for multinational companies, global shared service models, and CPA firms supporting cross-border operations.
Executive Search – India Entry & Expansion
Leadership and critical talent hiring support for foreign companies entering or expanding in India, with strong focus on cultural alignment, leadership maturity, and execution capability.
Family Office Services
For Non-Resident Indians (NRIs) with Assets in India and Overseas
SMA Edge provides Family Office Services exclusively for Non-Resident Indians (NRIs) managing assets, investments, and business interests across India and multiple jurisdictions.
We help families navigate cross-border tax, FEMA, regulatory, and succession complexities through a confidential, structured, and long-term advisory approach.
Family Office Offerings
- Estate and succession planning for global assets
- Will planning and inheritance structuring
- India and overseas tax planning and optimization
- FEMA and RBI advisory for NRI investments and repatriation
- Regulatory and compliance support
- Representation before Indian tax authorities
Our Family Office practice is relationship-driven, discreet, and compliance-focused, helping NRIs preserve wealth and plan confidently across generations.
How We Work
- Partner-led delivery and senior oversight
- Secure data environments and confidentiality controls
- Flexible engagement structures
- Long-term relationship orientation
