Trusteeship Services
Private Trusts are emerging as the most popular vehicle to address the growing need of multi-generational Indian families to ensure smooth succession in businesses
Initially, trust vehicles were used purely as testamentary vehicles for the distribution of assets on the demise of the testator. A trust is a legal arrangement between the author of the trust and the trustee and is made for the benefit of the beneficiary. In this era, trust vehicles are advantageously used for managing and investing assets, securing the interests of the beneficiaries by providing asset protection, progressively transferring the assets, keeping the control of the business among family members and ensuring distribution of income and assets as per the desires of the settlor without disputes/legal battles taking over the process.
In addition to the private trust, we also cater to the requirements of the investment trusts like alternative
investment funds, REITs, InVITs and other alike funds. We offer our unbiased and transparent services to our clients.
KEY OFFERINGS
- Acting as Trustees
- Administration and Management of Trust Fund
- Maintaining Books of Account
- Compliance Services
- Distribution of Assets
- Cater to Philanthropic Demands and CSR Requirements
- Taxation
- Administering Investments and Investment Holding Vehicles
OUR PROFICIENCY
The multidisciplinary family office team at our firm has a wealth of experience assisting families in realizing their goals, putting their wealth strategy into practice globally, and creating long-term structures that are suitable for the future. Our professionals have the breadth of skills, know-how, and experience to provide our clients with high-quality support. Our product line was created with wealthy families and their family offices in mind. Our goal is to clarify objectives, wants, and needs and answer some fundamental issues in order to create and implement a successful plan that will protect the family’s wealth and legacy going forward.