Services

Trust & Estate Planning

↳ Control, certainty, and succession. We structure trusts and foundations to secure assets for future generations and ensure efficient transfer of wealth.
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How We Work

Indigo Group integrates your retirement, corporate, and succession strategies. We ensure your estate is administered exactly according to your wishes, not by local authorities.

[01]
Assessment: We review your global asset footprint, family dynamics, and residence status. We identify potential risks regarding forced heirship laws and tax exposure in your home domicile.
[02]
Structuring: We implement the legal framework - whether a Trust, Foundation, or Will. We work with chartered tax professionals in relevant jurisdictions to ensure the structure is ratified and compliant.
[03]
Administration: We provide ongoing oversight. As life changes (marriage, divorce, new assets), we adjust the structure to ensure it remains robust and continues to meet its primary objectives.
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Features

Core Capabilities

[01]
Avoiding Forced Heirship
In many jurisdictions, the law dictates who inherits your assets. We structure assets so you retain the right to decide distribution, free of jurisdictional constraints.
[02]
Mitigating Probate
Probate can freeze assets for months or years. Our planning ensures beneficiaries have immediate access to liquidity while debts and taxes are settled.
[03]
Confidentiality
Wills are often public documents. By transferring assets into a Trust, the details of your wealth and its distribution remain private and out of the public domain.
[04]
Asset Protection
Once settled into a Trust, assets are no longer personally owned. This creates an effective shelter against future creditors, particularly for business owners with leveraged liabilities.
[05]
Tax Efficiency
We coordinate with international tax counsel to structure your estate in the most tax-efficient manner possible, documenting intent to withstand regulatory scrutiny.
[06]
Family Wealth Preservation
We ensure "control beyond the grave." You can dictate terms for future generations, such as provisions for education costs or protection against the divorce of a beneficiary.
FAQs

Questions about trust and estate planning

[01]

What is forced heirship and how can planning help?

Forced heirship is where the law, rather than you, decides who inherits your assets. Indigo Group structures assets so you keep the right to decide how they are distributed, free of jurisdictional constraints.

[02]

How can a trust help with probate?

Probate can freeze assets for months or years. Planning with a trust or foundation is designed to give beneficiaries access to liquidity while debts and taxes are settled.

[03]

Will my estate plan stay private?

Wills are often public documents. When assets are held in a trust, the details of your wealth and how it is distributed stay private and out of the public domain.

[04]

Which structures does Indigo Group use?

Depending on your assets, family and residency, Indigo Group implements a trust, a foundation or a will, working with chartered tax professionals in the relevant jurisdictions so the structure is ratified and compliant.

[05]

Does an estate plan need updating?

Yes. Indigo Group provides ongoing oversight and adjusts the structure as life changes, for example after a marriage, a divorce or new assets, so it keeps meeting its objectives.

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