Poonam Mirchandani leads the Wealth Planning team, advising high-net-worth and ultra-high-net-worth individuals, international families, and family offices on complex wealth structuring and long-term succession planning. She works closely with entrepreneurs, promoters, and globally connected families to design bespoke solutions that align personal, family, and business wealth objectives. Her work spans cross-border estate and succession planning, international wealth structuring, global mobility considerations, and governance frameworks for multigenerational wealth. With over 25 years of experience, Poonam brings deep expertise in navigating complex family wealth dynamics and coordinating strategies across jurisdictions. She previously held senior roles at Barclays Private Bank and Vistra ITCL and is a TEP member of STEP.