CFO Services
CFO Services
Some of our clientele include prominent Single-Family Offices (SFOs) managing diverse assets across different geographical locations. These clients usually have distinct entities operating under their umbrella and require a comprehensive tax advisory service to optimize their tax liabilities and achieve significant savings while ensuring legal compliance.
The objective for such clients is mostly to devise a tax strategy that could:
We have provided solutions in the following areas across different clients:
Entrust assisted the client in re-evaluating and modifying the accounting methodology. This change facilitated better tax savings, ensuring that the financial structure was aligned with the latest tax laws, enabling optimal deductions.
Entrust advised the client on the strategic decision to build a corpus outside India, particularly in tax-friendly jurisdictions such as the Cayman Islands. Our team ensured the necessary tax compliance for offshore investments, effectively managing cross-border taxation issues while adhering to international financial regulations.
One of the SFOs operated with four separate entities, each having its unique financial dynamics. Entrust helped in the optimal ring-fencing of these entities to ensure tax-efficient structures. By segregating the risks and income streams, we were able to reduce the potential tax exposure while providing clear financial visibility and protection.
A key component of the client’s wealth strategy was philanthropy. Entrust played a pivotal role in structuring the client’s philanthropic donations in a manner that allowed them to claim the maximum allowable tax deductions. This involved identifying charitable entities and causes that could yield tax benefits while aligning with the client’s values.
Entrust’s interventions resulted in tax savings of approximately ₹2 to ₹2.5 crores for one of our family office clients. The tax-efficient structures put in place not only minimized tax liabilities but also provided the client with greater flexibility in managing their financial operations across borders.
Through a combination of strategic accounting changes, international asset structuring, and thoughtful philanthropic planning, Entrust has been able to deliver substantial tax savings for its SFO clients. Our approach is holistic, ensuring that all aspects of the family office’s financial operations are optimized for both compliance and tax efficiency, resulting in a comprehensive solution that meets the client’s long-term wealth management goals.
For generations, family businesses have been the bedrock of India’s economy. From textile mills in Gujarat to trading houses in Calcutta and manufacturing dynasties in Mumbai, these enterprises created not only jobs but also dynastic wealth. Families built legacies through entrepreneurship, resilience, and strong cultural ties. But today, Indian families with vast wealth are facing […]
A New Chapter in Indian Philanthropy From Bengaluru’s green roads of Koramangala and beyond, a quiet revolution is changing the concept of philanthropy. As pointed out in a recent article in The Print, India’s first-generation entrepreneurs—particularly from the science and technology stream—are creating a new, audacious idea of philanthropy. Their philanthropy is purposeful, strategic, and […]
In the ever-evolving world of investing, trends come and go. But sometimes, the markets remind us to return to what truly matters. After years of excitement around fast-scaling, high-burn businesses, there’s a noticeable shift underway—a quiet pivot back to the core fundamentals of business resilience. At the heart of this shift is a single, powerful […]
signup for updates
