At Yellow, we understand that every individual has unique financial goals and objectives. Our Private Trust services are tailored to meet your specific needs and provide personalised solutions that align with your vision for the future.
Contact us
At its core, a Private Trust (or Family Trust) is a separate legal entity that holds assets for the benefit of the Beneficiaries.
A Private Trust is established by a “Settlor”
A "Trustee" is appointed by the settlor to manage asset distribution for the benefit of the Beneficiaries. They can be individuals or professionals.
The entire arrangement is guided by a “trust deed” - a legal document that outlines the terms, conditions, and objectives of the Private Trust.
The Beneficiaries are the family members, children, etc. who will receive benefits (income, proceeds from asset sales, etc.) from the Trust.
Recognising the diversity of our clients' needs, we understand that for more nuanced circumstances, a trust can be an invaluable tool and a strategic move. Adept in crafting bespoke trust solutions for more complex financial situations, our professionals are committed to designing unique trust structures that align seamlessly with your long-term goals. Trust us to build a robust foundation for your future.
A Private Trust (or Family Trust) is an advanced estate planning tool that provides significant advantages, ensuring seamless asset management, enhanced privacy, and the ability to protect and provide for your loved ones in a structured manner.
A Trust can help safeguard assets from creditors, lawsuits, and other legal claims. It can also protect from inheritance tax or estate taxes, if applicable in your jurisdiction.
A Trust can avoid probate formalities and ensure that your assets pass seamlessly to your beneficiaries without delay, even in unanticipated circumstances.
A Trust can provide financial security for your family members, care for minors or dependents, and for those with special needs.
Creating a Trust can help prevent disputes and delays for family members by providing a clear structure that is difficult to challenge in court.
Estate planning can be confusing. Our blog offers valuable insights and useful articles to help you make informed decisions about your Trust.
Estate planning can be confusing. Our blog offers valuable insights and useful articles to help you make informed decisions about your Trust.
Co-Founder,
Zerodha
CEO & Founder,
CRED
.png)
Founding Partner,
3one4 Capital
.png)
Chairman,
TTK Prestige