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.
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