February 25, 2025
Family Office
February 25, 2025
Family Office
My journey with Entrust began with a clear vision—I wanted to focus on advisory, but such roles were scarce in the industry. Then, I came across a LinkedIn post by Raj, and the rest, as they say, is history. Entrust provided the perfect platform where I could focus on what I love: advising clients with an unwavering commitment to their best interests.
Working at a Multi-Family Office (MFO) is fundamentally different from other financial services firms. If I had to sum it up in two words, it would be client centricity. Unlike traditional firms, where product pushing can sometimes take precedence, Entrust ensures that every piece of advice is tailored to the unique needs and aspirations of each client.
One of the most fulfilling aspects of my role is the freedom to research and analyze—whether it’s client portfolios, investment products, or macroeconomic trends. This autonomy allows me to bring well-thought-out insights to the table, ensuring our clients receive informed and strategic advice.
At Entrust, personalized wealth management isn’t just a promise—it defines our day-to-day work. I am always on the lookout for the right investment fit for our clients. This involves rigorously evaluating investment solutions from product manufacturers while also scrutinizing offerings from wealth managers. Our focus is not just on what’s available in the market, but on what aligns best with each client’s unique financial landscape.
One of the most challenging yet intellectually stimulating cases I’ve worked on involved a client with ten different wealth managers and multiple family members, each with distinct investment perspectives. Building consensus across the family and consolidating reports to offer a holistic monthly view was a complex task—but one that ultimately reinforced the value we bring as trusted advisors.
Trust isn’t built overnight; it’s earned over time by being fiercely on the client’s side. At Entrust, long-term relationships with high-net-worth families are built on the pillars of patience, transparency, and an unwavering commitment to their financial well-being.
If I were to describe Entrust’s work culture in three words, they would be trusting, empowering, and creative. Our team thrives on collaboration, which, in its simplest form, happens when you “make your colleagues your friends.” This camaraderie ensures seamless service delivery across wealth management functions.
Three key qualities: loyalty, compassion, and a long-term focus. These traits are essential for anyone looking to excel in the boutique MFO space, where relationships matter just as much as technical expertise.
The nature of this role demands continuous learning. Since joining Entrust, I’ve expanded my knowledge across fixed income markets, unlisted investments, offshore opportunities, and more. The ever-evolving client landscape and dynamic macroeconomic environment push us to stay ahead, requiring deep dives into emerging sectors such as international markets, private equity, and investment banking.
Entrust fosters this growth by encouraging a culture of learning. We constantly update ourselves on industry trends, interpret shifting market dynamics, and refine our approach to wealth advisory.
For those considering a career in an MFO, my advice is simple: be open to being challenged. The work is dynamic, intellectually stimulating, and requires a deep commitment to clients. If you’re someone who values trust, long-term relationships, and continuous learning, Entrust is the place to be. As a business financial advisor, you’ll have the opportunity to build long-lasting relationships with clients while honing your expertise across various financial sectors.
Being part of a boutique MFO like Entrust is not just about managing wealth—it’s about building legacies. The firm’s commitment to client-first advisory, team-driven culture, and relentless pursuit of knowledge make it a truly unique place to work. If you seek a career where your insights and integrity shape the financial journeys of high-net-worth families, then Entrust is the ideal destination.
India presents a unique confluence of high-growth opportunities, structural reforms, and entrepreneurial dynamism. In this rapidly evolving landscape, family offices play a crucial role in deploying capital effectively, particularly through alternative asset allocations that drive long-term value creation as part of holistic wealth management strategies. Over the years, we have witnessed a paradigm shift in […]
Over the last few years, the term Family Office has gained significant traction in India. It has become a buzzword among the wealthy and a magnet for professionals seeking to transition from traditional financial institutions.
As India anticipates the next wave of intergenerational wealth transfer, conversations around succession planning are gaining renewed urgency. Among the tools available to preserve and pass on wealth thoughtfully,
signup for updates
