A private trust is one of the oldest, most flexible, and most powerful structures for succession planning, wealth preservation, and family governance in India. Rooted in the Indian Trusts Act, 1882, a private trust allows a family head or promoter — the Settlor — to transfer assets to Trustees, who then hold and manage those assets for identified Beneficiaries in line with a carefully drafted Trust Deed.
Unlike a Will, which speaks only after death, a private trust can be set up during one’s lifetime and continue seamlessly across generations. It helps avoid probate delays, ring-fence family wealth from business risk, support dependants with special needs, plan for minor children, align group shareholding with family values, and give family members a structured, disciplined way to benefit from shared wealth.
We offer end-to-end private trust advisory — from initial structuring, Trust Deed drafting, and asset transfer, to tax positioning, FEMA planning for NRI families, registration where required, and ongoing trustee support — so your family wealth is protected, well-governed, and thoughtfully passed on to the next generation.
The person who creates the trust by transferring specified assets and defining its purpose through the Trust Deed.
Individuals or institutions who hold legal title to the trust assets and administer them strictly as per the Trust Deed.
The persons for whose benefit the trust is created — family members, dependants, or specified classes of people.
Settlor retains the power to alter or revoke the trust during his / her lifetime.
Once settled, the trust cannot be altered or revoked by the Settlor, subject to the Deed.
Beneficiaries and their entitlements are clearly identified in the Trust Deed.
Trustees have discretion on who benefits, how much, and when — within Deed parameters.
Designed to hold family assets and seamlessly pass them down across generations.
Created for a specific objective — minor children, special-needs dependants, or business ring-fencing.
Define the family’s wealth & succession goals and design the right trust structure and type.
Watertight drafting of the Trust Deed covering powers, distributions, trustees, and protectors.
Structuring tax treatment — Settlor, Trustees, or Beneficiaries — under the Income Tax Act.
State-wise stamp duty analysis, Trust Deed execution, and registration where required.
Transfer of shares, real estate, financial assets, and IP into the trust with correct documentation.
FEMA structuring for NRI families, overseas beneficiaries, and cross-border wealth planning.
Drafting a confidential, non-binding Letter of Wishes to guide trustee discretion.
Trustee meetings, minutes, accounts, tax filings, and long-term governance support.
Orderly transfer of family wealth, business stake, and real estate across generations.
Bypass probate delays and reduce disputes over Wills, especially for complex estates.
Separate family wealth from business risks, personal guarantees, and creditors.
Hold and manage assets until children attain a specified age and maturity.
Long-term care and financial security for dependants with special needs.
Consolidate promoter holdings in a family trust for long-term business control.
Manage assets across India and abroad with FEMA-aligned planning.
Anchor family constitution, values, and dispute resolution around a formal structure.
Understand family structure, assets, goals, and succession concerns of the Settlor.
Choose revocable / irrevocable, specific / discretionary, and draft a high-level blueprint.
Detailed Trust Deed drafting, Letter of Wishes, and supporting family documents.
Stamping, registration, asset transfer, PAN, bank account, and statutory formalities.
Trustee meetings, accounts, tax filings, reviews, and long-term governance advisory.
Partner with our specialists for end-to-end private trust advisory — structure design, Deed drafting, tax & FEMA planning, and ongoing trustee support — tailored to your family.
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