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Private family trust setup and administration

A private family trust holds assets for your family under rules you write, so property and business shares pass smoothly without court processes or co-ownership disputes. We design the trust, prepare the deed with your lawyer, register it, and keep its books and tax filings every year.

Who it is for

Is this for you?

Business families keeping company shares together across generations
Families protecting a child with special needs
NRI families with property in India
Parents who want assets released to children in stages

What is included

Everything handled for you

Choice of trust type (revocable or irrevocable, specific or discretionary) and tax impact
Trust deed drafted with a lawyer
Registration, PAN and bank account
Transfer of assets into the trust, with stamp duty worked out
Annual accounts, tax return and trustee minutes
Letter of wishes for trustees

How it works

Five simple steps

  1. Free call to understand goals
  2. Structure and tax note
  3. Deed drafted and agreed
  4. Registration, PAN and bank account
  5. Assets transferred; yearly administration

Setup from ₹75,000 Fixed fee, agreed before we start. Taxes extra.

Answers

Questions families ask

What is a private family trust?

A legal arrangement where trustees hold assets for named family beneficiaries under the rules in a trust deed.

Is a private trust better than a will?

For a business or property that should stay together, often yes: a trust works during your lifetime and avoids co-ownership. Many families use both.

How is a private trust taxed in India?

It depends on the type. Specific trusts are generally taxed like the beneficiaries; discretionary trusts are usually taxed at the maximum rate. We set this out before you decide.

Talk to us in confidence

Free first call. At our Kochi office, at your home, or by video from Dubai or Singapore.

Book a free call WhatsApp +91 97449 22222

Last reviewed November 2026 by Karun Reji, Chartered Accountant (India). General information, not legal advice.

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