Category Archives: Family Office
Case Study 4: Seamless Services for a Multigenerational Family
Background In 2016, a prominent entrepreneur based in Bangalore engaged with Entrust Family Office to streamline their wealth management journey. Initially, interactions were limited to one of the Entrust founders, but over time, the client’s son and daughter-in-law began actively overseeing financial matters, marking a shift toward multigenerational engagement. Challenge As the next gen became […]