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Personal

Family Trust

Private trust for ring-fencing, dependant support, and clean succession alongside or beyond a will.

Private family trusts can ring-fence assets, support dependents with structured distributions, and complement wills. Formation involves trust deed drafting, trustee powers, investment policies, and PAN registration. We clarify revocable vs irrevocable structures and income-tax implications for settlors and beneficiaries.

Typical timeline

3–8 weeks depending on asset complexity

Lifecycle

Ongoing trustee governance and tax filings as applicable

Process

Design workshop → deed → registrations → operationalise

FAQs

Charitable vs family?

Objects and tax treatment diverge sharply—we pick the vehicle for your goal.

Foreign beneficiaries?

Exchange control and reporting overlays may apply—we flag early with specialists.