Family Office
Family Office
This client inherited a significant corpus and approached Entrust for investment advisory services. We designed a risk-aligned, staggered portfolio rollout.
At the onset of COVID-19, the client experienced deep anxiety and considered liquidating his portfolio entirely in favor of fixed deposits. It was clear he needed more than investment advice—he needed consistent support and reassurance.
The relationship has matured into one of deep trust. The client remains confident in our disciplined, transparent processes, and we remain agile in our service approach to ensure that trust endures.
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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