How we help \ Family CFO Services

Family CFO
Services

Schedule a call

Our service spans all aspects of financial management—from seamless bill payment, accurate accounting, and strict compliance, to advanced digitization of estate records and cutting-edge dashboard automation. We vigilantly manage risks and uphold compliance to protect your assets, delivering absolute peace of mind.

Tailored and flexible, our strategies adapt to meet your family's evolving needs. With dedicated support and expert guidance, we simplify and streamline your estate management, making complex financial affairs effortlessly navigable.

Our Offerings

Tax Advisory Services

Documentation Services

Day-to-day accounting services

Cash-flow management services

Banking services

Bill payment services

In short, we maintain your P&L and individual balance sheet for you.

Approach

approachsoc
leftsoc

Financial
Alignment

rightsoc
leftsoc2

Comprehensive
Services

rightsoc2
leftsoc3

Risk and
Compliance
Management

rightsoc3
leftsoc4

Adaptable
Strategies

rightsoc4
leftsoc5

Personalized
Support

rightsoc5

Other Services

Investment Services learn more

Family CFO learn more

Estate, Legacy and
Succession Planninglearn more

Real Estate Services learn more

OCI & NRI Services learn more

Social Investments learn more

Lifestyle Management
Services learn more

Portfolio and Domicile
Diversification learn more

Do you need a Family Office?

Fill out this self-assessment questionnaire to determine if your lifestyle requires a custodian of wealth.

Discover
Bird-and-tea-small1

My family and I met up with Rajmohan and Sreepriya a few years back just to understand their business model, I was looking for someone trustworthy to handle my affairs, but my experience with them proved that along with trust there is tremendous expertise and execution skills which helps me not to worry about my wealth related complexities.

Entrust’s expertise, attention to detail, and personalized approach in handling my unlisted investments have consistently delivered exceptional results, ensuring our investments are strategically managed for long-term success.

Additionally, their strategic partnerships, further enhance collaboration and knowledge sharing, adding significant value to my investment journey.

Prashanth Prakash

Founding Partner - Accel Partners, India.