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Tailored wealth management, estate planning, and business advisory for UHNWIs, HNIs, and NRI families.
But with vast wealth come unique challenges:
This is where Entrust Family Office, headquartered in Bangalore, stands apart. Unlike traditional wealth managers, Entrust operates as a conflict-free, fee-only family office — providing discreet, holistic, and long-term financial advisory tailored exclusively to UHNWIs and HNIs.
The phrase “best financial advisor in Bangalore” means more than just investment recommendations. For ultra-wealthy families, it requires:
This combination of qualities makes Entrust a trusted confidante for Bangalore’s wealthiest families.
1. Wealth Management & Asset Allocation
Entrust builds custom investment frameworks that reflect each family’s risk appetite, liquidity needs, and long-term aspirations.
2. Family Office Solutions
Entrust offers two engagement models:
Both models focus on multi-generational wealth continuity, ensuring that business families in Bangalore pass on not only assets but also values and responsibilities.
3. Succession & Estate Planning
Wealth preservation without clear planning often leads to disputes and inefficiency. Entrust helps families with:
By combining legal expertise with discretion, Entrust ensures families achieve continuity and harmony during generational transitions.
4. Business Advisory
Many Bangalore entrepreneurs and family businesses rely on Entrust for:
Entrust’s senior partners act as strategic CFOs, stepping in at crucial business junctures to secure both growth and legacy.
5. Real Estate Advisory & Management
For UHNWIs in Bangalore, real estate is both an emotional and financial asset. Entrust provides:
This ensures families preserve liquidity while protecting legacy-worthy real estate assets.
6. Philanthropy & Legacy Planning
True wealth goes beyond numbers. Entrust helps families channel resources into:
This ensures that families leave behind a legacy of impact along with financial wealth.
When evaluating a financial advisor, ask:
Families often search for the best financial planners in Bangalore, but what they truly need is a family office partner who combines independence, estate planning, business advisory, and long-term continuity. Entrust Family Office checks all these boxes.
Entrust’s work with India’s top business families illustrates its role as a custodian of legacy, not just an advisor. Examples include:
Through these interventions, Entrust delivers clarity, continuity, and confidence — the three essentials for protecting and growing wealth across generations.
Entrust Family Office is widely acknowledged for excellence:
These awards reinforce Entrust’s independence, trustworthiness, and leadership among family offices in India.
Entrust Family Office partners with India’s most successful families to ensure their wealth, values, and legacy endure across generations. For UHNWIs, HNIs, and NRIs, Entrust provides more than financial advice — it provides continuity, independence, and peace of mind.
Entrust Family Office is consistently recognized among the best financial advisors in Bangalore, trusted by India’s leading business families. Our independence ensures clients receive unbiased, conflict-free advice.
With decades of experience, we bring senior-level expertise that UHNWIs can rely on for continuity across generations.
Entrust stands apart because of its transparent fee-only model and seasoned advisory team. Every solution is designed with your family’s legacy in mind.
Unlike transactional firms, we provide holistic wealth, estate, and business advisory under one roof.
Families seeking trusted advisors often choose Entrust for its combination of discretion, independence, and expertise in cross-border planning.
We help both resident and non-resident families navigate tax laws, estate structures, and global investments with confidence.
It’s best to engage a financial advisor early, especially when dealing with succession planning, liquidity events, or multi-generational transitions.
Entrust ensures that wealth structures are put in place before challenges arise, preventing future complications.
Our independence and senior-led engagement model make us different from commission-driven firms. We operate without product bias.
Clients trust us for our discretion, multi-disciplinary approach, and proven experience with Forbes 100 families.
Look for advisors with legal, financial, and governance expertise — Entrust integrates all three in its succession planning services.
We design family charters, trusts, and estate frameworks that minimize conflict and ensure smooth transitions.
Both entrepreneurs and wealthy families benefit from structured planning. Advisors help in liquidity management, tax optimization, and governance.
Entrust supports first-generation wealth creators as well as multi-generational families, ensuring continuity of values and capital.
They should go beyond investments, covering estate planning, governance, real estate, philanthropy, and legacy management.
Entrust offers a single-window, conflict-free model that integrates all of these services seamlessly.
Yes, but few firms specialize in this space. Entrust has a dedicated Estate & Succession Planning practice.
We help create wills, trusts, and family constitutions that safeguard wealth and values across generations.
We create structures that ensure wealth continuity, from family charters to trusts and succession frameworks.
Our advisors help families balance financial preservation with the transfer of values, responsibilities, and legacy.
Nandan Nilekani has been a client of Entrust from its inception in the year 2013. Given the potential India presents itself in the financial services sector, he is very graciously mentoring the Entrust Group as it looks to scale up......
Co-Founder and Non- Executive Chairman of Infosys & Founding Chairman of the Unique Identification Authority of India.
First client of Entrust Family Office since 2013
"My relationship with Entrust goes back even before the company was launched. I knew Rajmohan, the other founders, and the team at Entrust when they set out on their journey of providing unbiased, customer centric, transparent..."
Advisor - Business and Technology Strategy; Angel Investor and formerly MD & CEO of Oracle Financial Services S/w (i-flex solutions).
Client of Entrust since 2013
"Reaching the age of 65 is a momentous occasion. Living in the US, this is the time when most people retire. It is a milestone, at which time people start to draw on their social security and are eligible for Medicare....."
US NRI and Client of Entrust since 2019
"The essence of wealth management is trust. The wealth manager ought to be a trustee for the client. The true test of a wealth manager’s brand equity is the degree to which the client is willing to repose near blind trust....."
Ex- Executive Director of ITC and client of Entrust since 2019
"My family and I met up with Rajmohan and Sreepriya a few years back just to understand their business model, I was looking for someone trust worthy to handle my affairs, but my experience with them proved that along with trust..."
Founding Partner - Accel Partners India
"Rajmohan was introduced to us by one of our friends to handle our personal investments. Over time, we understood Entrust has deep expertise in the area of real estate, which was of interest. Their tailored strategies for building..."
Pro chancellor, CMR University
CEO - CMR Group of Institutions
"Entrust Family Office's dedicated team efficiently addresses the complexities of financial management for UHNIs. Their seamless support in collating investment reports, bank statements and insurance renewals, along with their interface..."
Co-founder and CEO at Ekstep Foundation
"My family joins me in expressing our sincere gratitude for your support, encouragement, and efforts to register a trust in the name of our daughter.It has been an important and key milestone in our life. We are glad you have been part of this journey...."
Change Partner,Leadership Et'Humanite'(LEH) LLC