TENVY
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What we do
TENVY helps business families, HNIs and NRIs hold, protect and pass on wealth — setting up and administering private family trusts and family holding entities, planning succession, and managing the tax, FEMA and accounting side of family wealth across India and abroad, working with legal counsel on trust deeds.
Who this is for
What's included
- Private family trustsStructure, deed coordination with counsel, PAN, bank and administration
- Succession planningPassing on businesses and assets in an orderly, tax-aware way
- Family holding entitiesHolding companies and LLPs for family investments
- NRI wealthResidential status, LRS, NRO/NRE accounts, repatriation and tax
- Trust accounts and taxBooks, income-tax returns and annual reporting for trusts
- Family reportingOne consolidated view of family entities and holdings
Work outside India is delivered with licensed local partners in each country, coordinated by TENVY as one engagement.
How it works
- Family discussion. Goals, assets, family members and jurisdictions.
- Structure options. Trust, holding entity or both — with the tax and FEMA effects.
- Set up. Documents with legal counsel, registrations and bank accounts.
- Administer. Accounts, returns and periodic reviews.
Common questions
Why do families use a private family trust?
A private family trust can hold family assets under agreed rules, help with succession without dividing the business, and separate family wealth from personal risks. Whether it suits a family depends on its assets, members and goals.
How is a private family trust taxed in India?
It depends on the type of trust. Broadly, a specific trust, where beneficiaries and their shares are fixed, is taxed in line with the beneficiaries, while a discretionary trust is generally taxed at the maximum marginal rate. The structure is chosen with this in mind.
Does TENVY give investment advice?
No. TENVY advises on the structure, tax, FEMA and accounting side of family wealth. It does not provide SEBI-regulated investment advice or recommend specific investments.
Discuss your requirement
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This page is general information about TENVY's services, not legal or tax advice. Rules and thresholds change; specific advice is given only after reviewing your facts.