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Founder's Perspectives

Family Office Mandate – Story 5

14th Mar 2026
by Sreepriya N S


A Conversation with the Next Generation

 

The next generation (Gen 2) of a successful business family came to us exploring the possibility of engaging with us as their professional multi-family office.

They wanted help navigating the complexities of liquidity events, wealth management, private investments, and early-stage/ angel opportunities with proper diligence and governance. The company set up by their father got listed and they were exploring options of setting up of a single or a multi family office to manage the wealth which was created after their IPO event.

The clarity in the thinking of second generation members and their value system really stood out.

They shared two simple yet powerful reasons behind their exploration:

1. Their parents had advised them, “You need to know the work yourself before you delegate”. So before handing over responsibilities to a professional family office, they wanted to personally understand the nuances of wealth management, governance, and investment decision-making. And to learn how these complexities are managed while working alongside experienced advisors.

2. They spoke about where their real passion lay which was in building businesses. Their view was refreshingly honest. While a family office plays a critical role in preserving and managing wealth, the deep satisfaction of creating and scaling operating businesses is something entirely different. Once the right professional structure is in place to steward the family’s capital, they wanted the freedom to return to what they truly enjoyed, namely entrepreneurship and building new ventures.

For us, this conversation beautifully captures the evolving role of a modern multi-family office. We act as a manager of wealth, as well as a trusted steward that allows entrepreneurial families to focus on what they do best: creating the next generation of value.

At Entrust Family Office, we were privileged to take on this mandate, supporting the family in navigating wealth complexities while giving the next generation the freedom to pursue their entrepreneurial ambitions.

 


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