Trust ItFamily, protection and business trusts in India

Family Trust ‘Creation’

What is a Family Trust? A Family Trust is a private trust where you and your family can pool in your assets and plan for the management and smooth succession of those assets within the family. Unlike a Will, a Family Trust is extremely difficult to challenge and does not require any probate or court processes to transfer assets on death of family members. The Trust protects your family members and also helps mitigate the risk of disputes even when family structures change. Begins at INR 2,00,000 for a straightforward Family Trust with assets in India where the author(s), trustee(s) and beneficiary(ies) are all in India.

Family Trust ‘Creation & Set Up’

Full creation plus complete set up of the trust, ready to operate.

NRI Family Trust

This is for families where the author, the beneficiaries and / or the assets are residing outside India.

International Trusts for NRIs

Fully bespoke international trust structures for NRIs. Speak to us to know more.

Protection Trust

What is a Protection Trust? A Protection Trust is also a Private Family Trust where the objective is the long term care, support and welfare of vulnerable family members such as minor children, adult children or family members with different or special needs or disabilities. This includes senior family members requiring support as well. The Trust can provide for their medical, living, education, therapy and personal needs. It helps ensure care continues even when parents or caregivers are no longer around.

Protection Trust with Set Up & Registration

NRI Protection Trust with Set Up & Registration

This is for families where the author, the beneficiaries or the assets are residing outside India and beneficiaries may or may not hold OCI cards and / or dual citizenship.

Lifetime Protection Trust

This is open to families who have or created a Protection Trust with us. Register to be waitlisted for one of our 50 family cohorts. Speak to us to know more. No Grey is building protected family cohorts of up to 50 families each, designed to support, not only the creation of a Protection Trust, but its long-term administration, governance and care ecosystem. Each family trust remains fully independent, and the family retains complete control over its assets, investments, trustees, beneficiaries, distributions and care decisions. No Grey provides the shared infrastructure around the Trust, including annual Trust reviews, guardianship support, family governance meetings, successor trustee training, trustee guidance, legal and regulatory updates, compliance reminders, emergency consultations, secure document storage, care planning updates, access to relevant specialists including trusted psychologists, psychiatrists, therapists, coaches, educational and occupational resources, community events and future living spaces. The objective is to create continuing legal, living and community support throughout the life of the beneficiary and for as long as the Protection Trust continues.

Family Business Trust

A Family Business Trust holds shares and other ownership rights in a family business. If so desired, it can also separate family ownership from day to day business management. This can protect the business from family disputes and create clear rules for income, control and succession. For families in business together. We assist you with the creation and set up of a tax efficient business Trust structure. The structure will help with succession planning, maintaining business continuity, protecting stakeholder interests, meeting long term objectives, mitigating risk of third party disputes or interference, company governance and operations. We have been bestowed with the trust for creating the Business Trusts for some of the leading business families of India, old and new. For more information on Family Business Trusts, please speak to us.

Business Succession Trust

A Business Succession Trust is created to ensure a business continues smoothly after the founder, promoter or key owner dies, retires or becomes incapable. It sets rules for who controls the business, who benefits from it and how decisions are made. It prevents sudden disruption or ownership fights. We assist you with the creation and set up of a tax efficient Business Trust Structure. The structure will help with succession planning, maintaining business continuity, protecting stakeholder interests, meeting long term objectives, mitigating risk of third party disputes or interference, company governance and operations. For more information on business trusts, please speak to us.

ESOP Trust

An ESOP Trust is a Trust created by a company to hold shares for the benefit of employees. It helps reward employees and align them with the company’s growth. We assist companies in India with the creation and set up of an ESOP Trust. Speak to us to know more.

Charitable Trust

A Charitable Trust is created to use money or property for public good, it is also referred to as a Foundation sometimes. It may support education, healthcare, poverty relief, religion, environment art or other social causes. The trustees manage the Trust assets for the charitable purposes, not for the benefit of individuals or a family. Suitable for individuals, foreign non profits, families and other entities who feel strongly about certain causes and would like to create and set up a Public Charitable Trust structure in India.

International Trusts

We also help with creating and setting up of Trusts internationally in countries other than India. This is a bespoke service, speak to us to know more.

Investment Trusts

We also help with creating and setting up Private Trusts as investment vehicles in India. This is a bespoke service, speak to us to know more.