Family Office
Family Office
A successful entrepreneur brought Entrust on board after global private banks fell short of expectations in managing a complex overseas investment structure.
The client, a resident Indian, had established a foreign company for investments. Initially, we were engaged purely to manage the portfolio. However, it became evident early on that this was not a business-as-usual mandate.
We assessed all implications across FEMA, Indian tax law, and international regulations.
Despite the complexity and intensity of the exercise, the client remained focused on his business while we managed the backend seamlessly. Entrust continues to be the anchor advisor ensuring ongoing compliance, efficient structuring, and strategic oversight of his overseas ventures.
People tend to think of philanthropy as a far-off object- giving back when all other life goals have been fulfilled. But it can, and should be more than this- it’s the intentional quest to create legacy and forge impact through wealth, time, or skills. The journey towards giving rarely starts with […]
When it comes to succession planning, wealthy families often grapple with whether a Will alone is sufficient or if a Family Trust is better suited to safeguard their legacy. While a Will is the most common instrument, in practice it falls short in several ways, particularly for families with significant and diverse wealth. A Will […]
Many ultra-high-net-worth individuals (UHNIs) and family offices naturally accumulate large positions in a single company stock, private holding, or preferred fund. This often happens through ESOPs, founder legacies, inheritance, or past investment success. Such concentration often creates wealth-but it can also endanger it. When one company or sector faces turbulence, the impact on family portfolios […]
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