Estate Planning and Family Business Succession Planning
At Pioneer Private, the orchestration of legacy preservation unfolds with unmatched finesse. Through our partners, we offer a suite of services thoughtfully designed to structure, manage, and execute your will, as well as perpetuate the illustrious heritage of your family enterprise. A well-crafted, tailor-made Legacy Plan will help you to protect your estate, assets and financial legacy for future generations during and after your lifetime. It will also aid in seamless transfer of wealth to your next generation in a confidential and tax efficient manner.
Planning
Ensuring your legacy and wealth are meticulously protected and seamlessly transferred.
To facilitate the discreet and tax-efficient transfer of your wealth to the next generation.
To establish governance principles for the use of family assets and estates, ensuring smooth generational transitions.
To safeguard your estate, assets, and financial legacy for future generations, both during and after your lifetime.
Structuring
Strategically organizing your wealth to ensure enduring security and seamless management.
To ensure the seamless distribution of your wealth to loved ones after your lifetime.
To consolidate family assets within a long-term legal structure, preserving wealth for future generations.
To appoint a trusted agent to manage your financial affairs in the unfortunate event of incapacitation.
Execution
Ensuring flawless implementation of your legacy plans for enduring peace of mind.
Facilitating seamless control and asset distribution to the next generation with precision.
Effortlessly distributing your assets to loved ones after your lifetime with meticulous care.
Available across top locations in India and in UAE, US, UK and Singapore
* IndusInd Bank is only a Referral partner. Servicing of clients pertaining to this product will be dealt by the empaneled partners.
