How to Protect and Grow Your Wealth with Trusts and Foundations
Riyaz MillwalaUnlock the Secrets of Legacy, Control, and Tax-Smart Wealth
Are you building wealth—but unsure how to protect it, pass it on, or give it meaning? This definitive guide reveals how smart individuals, families, and entrepreneurs across the globe are using trusts and foundations to secure their legacy, minimize taxes, and ensure their money serves generations to come.
Written in clear, practical language with an emphasis on India and global strategies, this book demystifies complex structures and delivers step-by-step guidance on:
- Setting up bulletproof trusts and purpose-driven foundations
- Avoiding legal disputes, probate delays, and excessive taxation
- Managing cross-border wealth as an Indian or NRI
- Building a family governance system that lasts
Backed by 10 real-life case studies, checklists, and expert insights, this is your ultimate toolkit for building a legacy that outlives you.
Whether you're a high-net-worth individual, a business owner, or a financial advisor—this book will empower you to take control of your future.
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How to Protect and Grow Your Wealth with Trusts and Foundations is a comprehensive guide for individuals, families, and advisors seeking long-term wealth preservation, tax efficiency, and legacy planning. Blending global best practices with an Indian context, this book demystifies complex legal tools and provides actionable steps to set up and manage private trusts and foundations. Through clear explanations, real-life case studies, checklists, and expert frameworks, readers learn how to: Secure assets from legal and financial risk Design succession plans that avoid disputes Institutionalize philanthropic or family values Whether you’re a high-net-worth individual, a business owner, or an NRI navigating cross-border laws, this book equips you with the tools to build a resilient, purpose-driven financial legacy that outlives you.