What the family built should pass the way the family intended.
For business families, succession is rarely about a single document. Investments sit across folios, demat accounts, insurance policies and bank accounts; nominations go stale; and when the unexpected happens, families discover the paperwork at the worst possible time.
We help families keep that house in order - quietly, and well before it is needed.
- Nomination hygiene: a periodic audit of nominations across the mutual fund folios and insurance policies we service, so every asset has a current, intended nominee.
- Transmission assistance: when a family loses someone, we handle the transmission of mutual fund investments end to end - documentation, fund house follow-up and folio transfer - so the family can deal with what matters.
- Insurance for the estate: term and life insurance structured to provide liquidity when it is needed most - to settle obligations, equalise inheritances, or simply give the family time.
- Coordination on wills and family trusts: for families formalising their succession, we coordinate with independent legal counsel of the family's choosing on wills, private family trusts and related structures - and align the investment folios to whatever structure the family and its counsel decide.
Succession conversations are easier to start early. If your family's affairs could use a quiet review, we would be glad to sit down.
Jalan Financial Services does not provide legal or tax advice. Wills, trusts and estate structures are prepared by independent legal professionals engaged by the family; our role is coordination and the alignment of investments and insurance with the structures the family adopts.