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.
When most founders and business leaders choose a CFO partner, the instinct is to focus on capability – credentials, experience, technical expertise. However, being part of a multi-family office ecosystem, we work closely with founders who are building with a long-term view. Businesses where decisions are made not just for immediate outcomes, but for what […]
In 2021, a Bangalore-based entrepreneur engaged with Entrust Family Office for investment advisory and ongoing financial support. Over time, the relationship expanded beyond investments to include a range of financial and operational services. As part of the family’s evolving needs, the client sought funding support for his son’s new venture in the sports infrastructure space. […]
A New Wave of Homecoming Over the past few years, we are witnessing a meaningful shift among Indian-origin professionals based in the United States. Many of these individuals moved abroad during the 1990s and early 2000s, built successful careers during the global technology boom, and accumulated significant wealth, often concentrated in company stock or equity […]
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