Manage their investment and financial needs daily.

• Provide unbiased advice and support
• Build an investment plan and set life goals
• Manage their investment and financial needs daily
• Help transcend wealth across generations
• Provide reliable, consolidated reporting across asset classes
• Provide solutions for risk mitigation and protection of family wealth
• Preserve values, safeguard legacy and support families through multi-generational transition
• Guide families in tax optimisation and maintain books, accounts and documentation

A family requires professional management of their financial assets.

• A windfall due to the sale of business or inheritance of financial real assets which needs professional management
• A corpus has been built over a period of time through normal saving, ESOPs, sale of a real Asset which needs managing
• When a family needs to plan for succession to protect wealth across generations
• Separation of business and personal assets in a family run business
• When managing financial affairs becomes overwhelming and complex due to increase in value and variety of assets
• For a consolidated view and tighter focus of a large and complex portfolio of assets

One of the earliest to pioneer the concept of Multi Family Office in India for those with exceptional wealth and working with some of the most respected Promoter Families.

• Rooted in the unique Entrust philosophy of managing exceptional wealth
• An accountable and caring family like approach
• A conflict free, transparent, fee based approach
• Guided by over 25 years of domain expertise
• A single window approach to all the needs of Promoter/CEO's family
• A proprietary non disruptive process, bringing in a systematic management of current providers
• A well networked setup with seasoned fund managers and other domain experts
• Takes into account each family member's unique requirements