Family Office
Family Office
The client, a prominent creative entrepreneur, approached Entrust with apprehension. At the time, 90% of her investment portfolio was managed by other wealth firms. Her engagement with us began with a healthy skepticism about our role and the value we could bring.
Our mandate spanned investments, bookkeeping, real estate, legal, and concierge services. However, winning the client’s trust was the first critical step. We had to demonstrate the depth of our personalized approach and the real value we could deliver across multiple fronts.
Over time, the client consolidated all aspects of her financial and personal matters with Entrust—including those of her family members. She now sees Entrust as an integral part of her life and reaches out for everything from high-value financial decisions to everyday tasks.
Understanding Family Wealth Goes Beyond Numbers Before you can guide wealth, you must understand the people who created it. Working with business families, I have learnt that every family enterprise has its own rhythm. It comes from unspoken values, decision-making styles, shared history, and the hard work that the world never sees. This is why […]
When the family first approached us, there was a sense of hesitation. A mix of curiosity and apprehension. The first meeting was initiated by the daughter who heard about Entrust from a friend of hers, and convinced her father to be an audience when the Entrust team visited their office. Father was looking for a […]
Warren Buffett spent years preparing the handover. The market still flinched. What that tells us about the gap between planning a succession and people actually accepting one. On the first of January 2026, Warren Edward Buffett stepped down as Chief Executive of Berkshire Hathaway after sixty years in the role. Greg Abel, who had been […]
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