Shammi Khanna is an MBA Finance from Rotman School of Management (University of Toronto) and CTEP certified. He has over 20 years of experience and is a successful private banker, business advisor and estate planning advisor. He has worked in various MNC banks like TD Bank in Toronto, Citi Bank & ADCB Bank in UAE and ICICI Bank & Universal Trustees in India. He has successfully advised business families, NRIs and CXOs on their estate planning and succession planning covering appropriate legal structures including Trusts, holding company structures, Brand Trusts and acting as Trustee on their Business & Private Trusts. He is a speaker at various forums of CA, Chamber of commerce and business forums like YPO.