Wealth Succession Planning through Family Trusts

Overview:
India’s ultra-wealthy are formalising legacy structures to align with global standards.

Key Points:

• 38 percent of Indian ultra-high-net-worth families now use private trusts vs only 12 percent in 2015.
• Globally, 72 percent of families employ structured vehicles; India is catching up fast.
• Trusts allow smoother transfer, tax efficiency, and ring-fenced asset protection.
• 2025: Estimated USD 150 billion intergenerational wealth transfer expected in next decade.
• Banks and trustees now offer digital dashboards for multi-generational reporting.
• By 2030, India may host over 5,000 registered family offices (current ~1,500).

Truvest Capital Insight:
Wealth preserved is wealth multiplied—India’s families are turning emotion into institution.

Disclaimer: Educational content only. Not investment advice.