Category Archives: Family Office
What Should High-Net-Worth Families Be Thinking About Right Now?
In a world brimming with uncertainties—geopolitical tensions, fluctuating markets, evolving regulations—the one thing ultra-high-net-worth individuals (UHNIs) should focus on is simple, yet profound: preservation of wealth. When we examine historical returns across asset classes in a market like India, fixed income has typically yielded between 7% and 9% across cycles, while equities have delivered around […]
When Will the Investor Wake Up and Smell the Coffee?
Recently, I came across an article chronicling the rise—and now, the unraveling—of a prominent wealth management firm. Built painstakingly over the last 15 years, it’s now facing a talent exodus, business erosion, and existential questions. And yet, this is not an isolated story. It’s just one chapter in a much larger book—one that the industry, […]
Are There Risks or Blind Spots People Are Underestimating Right Now?
The Bull Market Euphoria: A Double-Edged Sword The last few years have been a dream run for equity markets—almost surreal in how quickly they’ve bounced back from any correction. Every dip has been followed by an even swifter recovery. But here’s the uncomfortable truth: this relentless upward trend is breeding a dangerous complacency. Yes, the […]
Conflicting Business Models — And Why Advisory Can Be a Trailblazer
In a world where the lines between service and self-interest are increasingly blurred, only those who dare to stay true to their principles will stand apart. Advisory is not just a model — it’s a moral stance. When Profit Hijacks Purpose Very recently, a close friend confided in me. His family was facing a medical […]
Why New-Age Entrepreneurs Need to Become Wisely Wealthy
Not long ago, I attended the 25th wedding anniversary of a long-standing client. It was a beautiful celebration—full of warmth, laughter, and joy. A few days later, I got a call. He had passed away. Just like that. It shook me. Not because death is unexpected, but because of what it left behind. All the […]
7 Signs You’re Ready for a Family Office
Introduction: Why Consider a Family Office? As your wealth grows, so do your responsibilities—and complexities. What started with a private banker and a few investment advisors now involves managing real estate across cities, multiple business interests, foreign investments, charitable initiatives, tax filings in two or more countries, and preparing the next generation. This is where […]
The Evolution of Family Offices in India: From Tradition to Transformation
In a quiet shift that is now making big waves in India’s financial landscape, a new breed of wealth managers has emerged—not banks, not advisors, but deeply personal, multi-disciplinary teams solely focused on preserving family legacies. Welcome to the world of family offices. Globally, family offices have long served ultra-wealthy families by managing their finances, […]
Beyond the Bell: Preparing for Wealth, Legacy & Life After the IPO
When the bell rings on listing day, it’s a moment of pride, adrenaline, and achievement. Years of grit, risk-taking, and building have paid off. But here’s the real question: What comes after the Initial Public Offering (IPO)? For many Indian founders today, going public is not just about unlocking wealth and joining the growing community […]
Case Study 3: Navigating Complexity – A Cross-Border Wealth Structuring Mandate
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 […]
Case Study 2: Calming the Storm – Building Confidence During Market Volatility
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 […]