Insurance is more than protection against unforeseen events, it is an important component of a well-structured wealth and legacy plan.
For business owners, entrepreneurs, UHNIs and globally connected families, insurance can provide liquidity, protect businesses, facilitate succession, and preserve wealth across generations. At Entrust, we help clients integrate insurance into their broader financial, estate and succession planning strategy, ensuring that every solution is aligned with their long-term objectives.
Protect Family Wealth & Legacy
Safeguard your family's financial future through integrated insurance, succession, and estate planning solutions.
Ensure Business Continuity
Protect promoters, key leaders, and ownership transitions with structured business protection strategies.
Create Liquidity for Succession
Enable seamless wealth transfer, inheritance equalisation, and tax-efficient legacy planning without disrupting family or business assets.
Navigate Global Family Wealth
Coordinate cross-border insurance, international asset protection, and global legacy planning with trusted advisors across jurisdictions.
A holistic review of your insurance portfolio to ensure adequate protection, efficiency, and alignment with your broader financial plan.
Understand your family, wealth structure, and long-term objectives before recommending any insurance solution.
Integrate insurance with your estate planning, succession strategy, investments, and broader wealth management framework.
Periodically review your insurance arrangements to ensure they continue to meet your family's evolving needs.
Nandan Nilekani has been a client of Entrust from its inception in the year 2013. Given the potential India presents itself in the financial services sector, he is very graciously mentoring the Entrust Group as it looks to scale up......
Co-Founder and Non- Executive Chairman of Infosys & Founding Chairman of the Unique Identification Authority of India.
First client of Entrust Family Office since 2013
"My relationship with Entrust goes back even before the company was launched. I knew Rajmohan, the other founders, and the team at Entrust when they set out on their journey of providing unbiased, customer-centric, transparent..."
Advisor - Business and Technology Strategy; Angel Investor and formerly MD & CEO of Oracle Financial Services S/w (i-flex solutions).
Client of Entrust since 2013
"Reaching the age of 65 is a momentous occasion. Living in the US, this is the time when most people retire. It is a milestone, at which time people start to draw on their social security and are eligible for Medicare....."
US NRI and Client of Entrust since 2019
"The essence of wealth management is trust. The wealth manager ought to be a trustee for the client. The true test of a wealth manager’s brand equity is the degree to which the client is willing to repose near blind trust....."
Ex- Executive Director of ITC and client of Entrust since 2019
"Rajmohan was introduced to us by one of our friends to handle our personal investments. Over time, we understood Entrust has deep expertise in the area of real estate, which was of interest. Their tailored strategies for building..."
Pro chancellor, CMR University
CEO - CMR Group of Institutions
"Entrust Family Office's dedicated team efficiently addresses the complexities of financial management for UHNIs. Their seamless support in collating investment reports, bank statements and insurance renewals, along with their interface..."
Co-founder and CEO at Ekstep Foundation
"My family joins me in expressing our sincere gratitude for your support, encouragement, and efforts to register a trust in the name of our daughter.It has been an important and key milestone in our life. We are glad you have been part of this journey...."
Change Partner,Leadership Et'Humanite'(LEH) LLC
I have never looked at wealth purely from a financial lens. For me, wealth is not just about money. It is equally about my time and my attention. What I was looking for was a partner who could optimise all three without adding complexity to my life.
Global leader and CEO of an impact and platform
I was introduced to Entrust at a stage when my focus was completely on building my business, and I did not want to spend time managing investments or multiple financial relationships. Over the years, they have become trusted custodians of my wealth and advisors across all my investments.
Founder of an enterprise and platform