Private Trust Services in India
End-to-End Support for Formation, Structuring & Compliance
A Private Trust is a powerful legal structure used for managing and protecting assets for specific individuals or families. It ensures smooth succession planning, wealth preservation, and controlled distribution of assets as per the settlor’s intent.
Setting up a Private Trust requires careful drafting, proper structuring, and ongoing compliance. We provide complete assistance—from trust formation to advisory and administration—ensuring legal clarity and long-term effectiveness.
Our Private Trust Services
Trust Formation
Drafting of trust deed and assistance in setting up a legally compliant private trust.
Trust Structuring
Advisory on asset allocation, beneficiary structure, and governance framework.
Registration Support
End-to-end assistance in trust registration and documentation formalities.
Tax Advisory
Guidance on taxation of trusts, beneficiaries, and income distribution.
Trust Administration
Support in managing trust operations, records, and trustee responsibilities.
Ongoing Compliance
Assistance with filings, audits, and adherence to regulatory requirements.
Formation Process
- Understanding objectives and asset structure
- Drafting of trust deed with defined roles and terms
- Selection of trustees and beneficiaries
- Execution of trust deed on stamp paper
- Registration with relevant authority (if applicable)
- Commencement of trust operations
Benefits of Private Trust
- Efficient wealth and succession planning
- Protection of family assets
- Confidentiality in asset ownership
- Flexibility in distribution of income and assets
- Reduced disputes among beneficiaries
- Better control over asset management
Why Choose Us?
- Expertise in trust law and structuring
- Customized solutions based on family and business needs
- Accurate drafting and documentation
- End-to-end support from formation to compliance
- Clear, practical advisory for long-term planning
Ready to Move Forward?
Speak with our experts and get the right guidance for your trust setup—clear, practical, and efficient.
Talk to an ExpertF.A.Q.
A Private Trust is a legal arrangement where assets are held by trustees for the benefit of specific individuals (beneficiaries), usually for family or succession planning.
Registration is not always mandatory, but it is highly recommended, especially when immovable property is involved.
The key parties are the settlor (creator), trustee (manager), and beneficiaries (recipients).
Taxation depends on whether the trust is revocable or irrevocable and how income is distributed among beneficiaries.
Yes, a trust can hold movable and immovable assets, including real estate, shares, and investments.
A Private Trust benefits specific individuals, while a Public Trust is created for charitable or public purposes.