How we help \ Estate, Legacy and Succession Planning

Estate, Legacy and
Succession Planning

Estate, Legacy and Succession Planning

Schedule a call

The wisely wealthy care as much about the legacy they leave behind as they do about the wealth they generated.

Many 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.

Each UHNI family’s values, goals and business needs are unique. A cookie-cutter approach cannot work.


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 so that 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.


Our Offerings


Creation of the Family Charter and Family Constitution

Drafting of Wills

Setting up of Trusts (charitable as well as private)

Drafting of Shareholders’ Agreements, Settlement Deeds, Gift Deeds etc

Corporate Trusteeship

Administrative services

Family Conflict Management

Mentoring of the next generation

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.

Other Services

Business Advisory Services learn more

Social Investments learn more

Family CFO learn more

Investment Services learn more

Real Estate Services learn more

OCI & NRI Services 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.


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......

Nandan Nilekani

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..."

N R K Raman

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....."

Arjun Reddy

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