Your Trust, Your Way.

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

What is a Private Trust or Family Trust?

At its core, a Private Trust (or Family Trust) is a separate legal entity that holds assets for the benefit of the Beneficiaries.

Settlor

A Private Trust is established by a “Settlor”

Trustee

A "Trustee" is appointed by the settlor to manage asset distribution for the benefit of the Beneficiaries. They can be individuals or professionals.

Trust Deed

The entire arrangement is guided by a “trust deed” - a legal document that outlines the terms, conditions, and objectives of the Private Trust.

Beneficiaries

The Beneficiaries are the family members, children, etc. who will receive benefits (income, proceeds from asset sales, etc.) from the Trust.

Trust your Will
to the experts

Trust your Will to the experts

We have seen first-hand the trouble that families face due to poorly drafted Wills, which can end up costing them considerable time and money and increases the chance of legal disputes. There are many best practices that go into creating a high-quality Will, and each person’s situation is different. Putting all this together requires expertise that can only come from legal knowledge, and decades of practical experience.

Meet our experts

The benefits of creating a Trust.

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.

Protect

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.

Preserve

A Trust can avoid probate formalities and ensure that your assets pass seamlessly to your beneficiaries without delay, even in unanticipated circumstances.

Provide

A Trust can provide financial security for your family members, care for minors or dependents, and for those with special needs.

Prevent

Creating a Trust can help prevent disputes and delays for family members by providing a clear structure that is difficult to challenge in court.

How it works

We offer professional advice and personalised Trust solutions that cater to your unique financial goals.
STEP 1
Expert Consultation
STEP 2
Structure and Trust Deed
STEP 3
Registration and Asset Transition

Plan your future with confidence.

Speak to us now

Frequently Asked Questions

How does a Trust differ from a Will?
What are the types of Private Trusts?
Can I change or revoke a Trust after creating it?
Do I still need a Will if I have a Trust?
How much does it cost to create a Trust?
What type of assets can be transferred to a Trust?
What are the laws governing Trusts in India?

Our Investors

Nikhil Kamath

Co-Founder,
Zerodha

Kunal Shah

CEO & Founder,
CRED

Pranav Pai

Founding Partner,
3one4 Capital

TT Jagannathan

Chairman,
TTK Prestige

Aprameya Radhakrishna

Co-Founder,
Koo

Leave your legacy in trusted hands.