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Beyond Wealth – The Power of Legacy Planning

By admin

July 8, 2025

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In this episode of Keeping Wealth Wise, we move beyond wealth to what truly endures: legacy.

Host Vasanthi Hariprakash speaks with Sreepriya N S, who shares her deep insights from two decades of helping ultra-high-net-worth families transition from wealth accumulation to legacy creation. Together, they unpack what it really means to be a family office—not just a wealth manager—and why legacy planning is the crown jewel of this relationship.

🔸 Why estate planning is about more than just setting up a trust

🔸 The 5P philosophy that guides Entrust’s practice

🔸 The role of process, people, and patience in multi-generational planning

🔸 And how philanthropy, values, and governance shape lasting legacies

This episode is essential listening for anyone thinking long-term—not just about wealth, but about impact, continuity, and peace of mind.


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