services offered

Accounting, bookkeeping

Accounting, Bookkeeping, Payroll, Bill Pay and Compliance for family entities and Financial education to family members.

asset management

Investments in public and private markets in the United States, India and globally. Financial advice to family members.

Multi Region Tax filings

Federal and state income and entity tax filings in US and India for individuals, LLCs and trusts for family members. Situs and nexus services.

Fiduciary Services

Fiduciary services to family trusts as a private single family trust company under Wyoming statutes. Act as a Trustee for family trusts. Track assets and provide statements as needed. Set up brokerage and bank accounts for family entities. Invest the assets on behalf of the trusts and family entities.

We're a private single family trust company providing high integrity fiduciary services to members of the Kapoor family and their affiliated entities.

For more information about what a private single family trust company does, please look at the following links:

https://www.investopedia.com/terms/t/trustcompany.asp - for Trust company information
https://www.investopedia.com/terms/f/family-offices.asp - for Family office information

For more information about the Kapoor family, please see the Kapoor family.

In case of any compliance related issue, please reach out to compliance@ and to reach our trust officer, please email trustofficer@. Contact details are here.