How we help
\ Estate, Legacy and Succession PlanningMany families drop the baton when it comes to intergenerational transfer of Wealth, Power, Expertise, Values.
Succession Planning often gets relegated to the backburner. In the worst-case scenarios, the older generation never completes the task, leaving the next generation in disarray. On such occasions, the next generation may squander substantial resources in interminable legal tussles.
The attitude and skillsets of scions may not be suitable for a family-run business, which means the family will need to reinvent itself.
The baton must be passed at the optimal moment, and this requires the input of an objective yet committed outsider.
We work closely with the family in order to crystallise their vision for the future.
Through Estate, Legacy and Succession Planning we ensure that all the effort you have put in nurturing your wealth does not go in vain.
In addition to entrepreneurial families, it is extremely useful to CXOs, promoters exiting businesses, NRIs/OCIs/PIOs expecting inheritances, celebrities, and families with differently-abled dependents.
Creation of the Family Charter and Family constitution
Drafting of Wills
Assistance in M&A Documents
Trust/Estate planning
Setting up of Trusts (charitable as well as private)
Family Conflict Management
Corporate Trusteeship
Management/restructuring of stakes in family-run businesses
Contingency Planning
Commit substantial inhouse resources to the task of Estate, Legacy and Succession Planning.
Encourage clients to persistently focus on this front till the legal documents are in place.
Bring extra discretion while dealing with sensitive family matters. Involve fewer people in the process.
To know more, please feel free to reach out to us at +91 80 4147 9777.
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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
"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 trust worthy to handle my affairs, but my experience with them proved that along with trust..."
Founding Partner - Accel Partners India
"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