Category Archives: Family Office

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 […]

Background: The client, a prominent creative entrepreneur, approached Entrust with apprehension. At the time, 90% of her investment portfolio was managed by other wealth firms. Her engagement with us began with a healthy skepticism about our role and the value we could bring.  Challenge: Our mandate spanned investments, bookkeeping, real estate, legal, and concierge services. […]

Over the last few years, the term Family Office has gained significant traction in India. It has become a buzzword among the wealthy and a magnet for professionals seeking to transition from traditional financial institutions.

A Career Shift to Entrust: Embracing New Challenges After working for 24 years in Retail Banking, I was looking for a change. When I got the call from Entrust, I deliberated but ultimately decided to take up the role of Head of Operations and Client Services. While Operations and Client Services were familiar domains for […]

In a world where financial landscapes evolve rapidly, the role of an advisor is no longer just about offering solutions—it’s about thinking ahead, anticipating needs, and providing clarity even before challenges arise. True advisory is not transactional; it is built on deep trust and understanding. It requires stepping into the client’s shoes, seeing the world through […]

A Journey with Purpose My journey with Entrust began with a clear vision—I wanted to focus on advisory, but such roles were scarce in the industry. Then, I came across a LinkedIn post by Raj, and the rest, as they say, is history. Entrust provided the perfect platform where I could focus on what I […]

In the realm of wealth management and family offices, financial advisors often serve as the initial touchpoint for high-net-worth families aiming to preserve and grow their wealth.

Entrepreneurs and CXOs are the architects of all round prosperity, including their own. From the initial grind of building a business to the monumental task of ensuring that their legacy spans generations, the journey is anything but linear. At Entrust, we are more than advisors; we are partners in the noble endeavour of building wise wealth.

In this interview, we leverage the expertise of Entrust Principal Founder & MD, Rajmohan Krishnan, to understand how to identify a true Multi Family Office (MFO), the role of an MFO beyond wealth management, what kind of clients need an MFO, and the kind of services that a true MFO offers to its HNI clients.