05
Advisory Capability

Trusts, HUFs & Holding Structures

The right structure for ownership, control and continuity.

  • ↗Formation and structuring of private / family trusts.
  • ↗Trust deed, governance, trustee and beneficiary framework planning.
  • ↗HUF setup, documentation, investment and family-ownership structuring.
  • ↗Formation of companies, LLPs, holding companies and investment entities.
  • ↗Use of entities for holding and investing in securities, businesses and real estate.
  • ↗PAN, banking and demat onboarding for relevant structures.
  • ↗Transfer of existing assets into appropriate family / holding structures.
  • ↗Shareholding, beneficial-ownership and family-ownership mapping.
  • ↗Ongoing reporting, governance and compliance architecture.
Structure ownership today with tomorrow’s succession in mind.
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