Investment Advisory Services
An open architecture allows us to analyse investment opportunities without any bias. With a transparent fee based advisory, our only objective is to enable the client families to achieve their short and long term financial milestones. The traditional way of viewing investments is only to look at the blue sky scenarios, whereas at Entrust Family Office, we give equal, if not higher importance to keeping risk as an important parameter.
A widely experienced team which has witnessed multiple market cycles ensures that client portfolios and requirements are well understood. Investment plans are made and reviewed on the basis of the overall framework set out for each client family. An inclusive engagement with each client family ensures all stake holders are encouraged to gain an understanding of the family finances.
Private Equity Services
Traditionally, private equity investments made by exceptionally wealthy families have been through long term close ended Fund route. While Investors would prefer to evaluate investments on a case to case basis and make their choice of private investments, due to lack of a facilitator to consummate PE transactions most investors have not followed that path.
We, at Entrust Family Office, have provided facilitation services in enabling private equity transactions directly for our Investors.We get involved in all aspects of a PE transaction starting from providing an
un-biased, in-principle view and indicative valuation insights to the investor of a potential investee company.
We are also involved in business due-diligence, deal structuring, enabling financial and legal due-diligence and completing the legal documentation on behalf of the Investor. Post investment, we aid in monitoring of investments. As an enabler of private equity transactions, Entrust Family Office has built capabilities to assist investors to go direct in investing in private companies.
