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Family Office Solutions

One roof. Every dimension of family wealth.

From succession structures and trust formation to surplus-fund deployment and cross-border compliance — Indsec acts as a single point of advisory and execution for promoter families.

What We Do

Hover or tap each area to see what it covers.

Estate & Succession

  • Succession planning
  • Inheritance tax planning
  • Family Trusts / Private Trusts
  • Will
  • Family charter
  • Family settlements

Wealth & Investments

  • Dilution of non-core family assets
  • Identifying investment opportunities for family surplus funds
  • Advising on global asset investments, diversification, sale, etc.
  • Management of strategic investments through implementation of financial reporting and other MIS

Cross-border & Regulatory

  • Assistance, Advisory and Support Services for NRIs / PIO / OCI including FEMA
  • Regulatory and tax aspects for the above matters
  • Restructuring / reorganizing of a family business
  • Ensuring Tax and Regulatory compliances for the Family Office

How We Engage

Discovery

A confidential review of family balance sheet, intent and structure.

Blueprint

A succession + investment blueprint with tax, FEMA and trust-law mapping.

Implementation

Trust formation, deeds, restructuring and capital deployment, end-to-end.

Ongoing Oversight

Periodic MIS, compliance monitoring and review with the family principals.

Confidential by Design

Family Office mandates at Indsec are handled by a small, ring-fenced team under strict information barriers from broking and research desks.

Plan the next chapter of family wealth

Speak to our Family Office partners for a confidential introductory conversation.

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