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.
At the highest levels of affluence, wealth is no longer about accumulation—it’s about intention. One of the most valuable luxuries for ultra-high-net-worth families? Time. When life becomes a swirl of responsibilities—managing homes across geographies, orchestrating family events, renewing passports, arranging care for elders—it’s easy for the truly important moments to get buried under a never-ending […]
Background: A successful entrepreneur brought Entrust on board after global private banks fell short of expectations in managing a complex overseas investment structure. Challenge: The client, a resident Indian, had established a foreign company for investments. Initially, we were engaged purely to manage the portfolio. However, it became evident early on that this was not […]
Background: This client inherited a significant corpus and approached Entrust for investment advisory services. We designed a risk-aligned, staggered portfolio rollout. Challenge: 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 […]
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