Entrust Family Office provides wealth management services aimed at helping families with significant wealth to manage their finances, investments, and legacies. The firm offers personalized investment management, multi-family office services, and single family office services.

Entrust Family Office

Financial Services

Entrust Family Office Wealth Services Pvt Ltd

Entrust Family Office | 8,000 followers on LinkedIn. Keeping Wealth Wise | ENTRUST FAMILY OFFICE is one of the earliest SEBI registered Investment Advisory firms in India. We are a boutique Multi Family Office, dedicated to providing you with advice on both investment and non-investment needs. While our journey started as an Investment Advisory firm, over the last few years, we have added capabilities to be a holistic Multi-family Office.

Investment Advisory | Products & Research

Nelson Chakramakal

Head- Family Office Investment Advisory

Dr.Karthik.S PhD

Heart attack survivor | Family Office Advisor

Pratyush Golecha

Manager- Property Management

Prashanth Rangaramanujam

"Rise of Millennial UHNIs" The evolving landscape of investor demographics demands a thoughtful and forward-thinking approach to engage millennial UHNIs, who are not only inheritors of family wealth but also key drivers of future financial growth. At Entrust, our work with the next generation of our clients has led to some interesting insights that we find worth sharing. Here are some key strategies family offices can implement to effectively engage and inform millennial investors: https://lnkd.in/gY_mDvJ8 #Familyoffice #Entrust #FamilyOfficeManager #WealthManagement #HNIs #UHNIs #NextGenInvestors #MillennialInvestors #ImpactInvesting #ESGInvesting #WealthTransition #MillennialWealth #LifestyleManagement #IntergenerationalWealth #FutureOfFinance #FinancialEmpowerment Sreepriya N S Rajmohan Krishnan Sreedhar KV Dr.Karthik.S PhD Harikrishna Raj Nelson Chakramakal ARAVAMUTHAN T R Manthan Bavishi Shreyas Mohankrishna

We are hiring for Vice President - Real Estate Services. Interested candidates can share your CV to reachus@entrust.co.in

Unlocking Time and Mindspace for UHNIs Just as gravity sculpts the universe, shaping the very fabric of spacetime, a Multi Family Office (MFO) can shape the financial and personal lives of Ultra-High-Net-Worth Individuals (UHNIs). By taking over the complex responsibilities of managing wealth, an MFO liberates their mind space and frees their time, enabling them to focus on what truly matters—their family, passions, and legacy. Read more here: https://lnkd.in/g6wftsvW #Familyoffice #EntrustFamilyOffice #FamilyOfficeManager #WealthManagement #HNIs #UHNIs #Lifestylemanagement #Entrust Sreepriya N S Rajmohan Krishnan Sreedhar KV Dr.Karthik.S PhD Harikrishna Raj Nelson Chakramakal ARAVAMUTHAN T R Manthan Bavishi Shreyas Mohankrishna

Family Charter - Laying the Foundation for a lasting Legacy!! A home is more than just bricks and mortar. A shared vision, a sense of belonging, responsibility, and an environment that nurtures both growth and comfort are the values that transform a house into a home. However, ensuring these sentiments are passed down through generations can be challenging without structure. This is where a Family Charter—a living, dynamic document—becomes essential. Know more about why we at Entrust Family Office believe that a Family Charter is an important document for families whose legacy spans generations. Read about the Family Charter here: https://lnkd.in/gQse6tz7 For more information visit our website: https://lnkd.in/g9fDiUe5 #Familylegacy #Familycharter #Legacy #Familyoffice #Entrust Family office #Family structure #Family #Succession planning #Legacy planning #Wills #Agreements Sreepriya N S Rajmohan Krishnan

#Successful Takeover of a 100-year-old Tea Business: Entrust’ s Strategic Leadership in Action We recently received a request from one of our clients to facilitate the takeover of a large, prominent tea plantation company based in South India. This marked the first time Entrust fronted such a significant takeover, with our team acting as both project manager and representative for our client. To ensure the project's success, we conducted comprehensive site visits and performed thorough document reviews from a compliance perspective. Our efforts included coordinating with stakeholders, engaging with legal experts, consulting industry professionals, and conducting operational process reviews. We left no stone unturned to facilitate a smooth transition. In addition, we developed a strategic plan focused on enhancing productivity, expanding market research, improving product quality, and promoting sustainable practices, resource conservation, and community engagement. The successful takeover of the tea plantation company represents a new chapter in our journey. With a clear strategic vision and a commitment to excellence, we aim to deliver superior experiences for our clients in innovative and diverse ways, leveraging our expertise and in-house talent. Entrust teams involved in this assignment: - MD & CEO - for providing strategic guidance basis the family principal requirements and negotiations with seller COO - Project Management and to make the blueprint for action and oversee the actionable, banking requirements and timely compliance CFO - SPOC and coordination with all stakeholders Head Legal: Due diligence and compliance with respect to tax and legal matters Time period: 90 days end to end closure #Real Estate Strategy #Legacy property Management #Entrust Family Office# Asset Value Maximization #Entrust #Legacy #Lifestyle Management #Plantation #M &A Sreepriya N S Rajmohan Krishnan Sreedhar KV Manthan Bavishi

We at Entrust Family Office are proud to be recognized by Finance Outlook as one of the Top 10 investment advisors of 2024: https://lnkd.in/g_Qs5DHJ Although our investment advisory services are top notch, Entrust is far more than that. We help UHNIs and wealthy families not only in managing their assets, but also partner with them to create a lasting legacy for future generations. Our services span financial planning, investment management, business advisory, real estate services, legacy & succession planning, lifestyle planning, CFO services for corporates & families and much more. Our vast service portfolio enables us to act as a confidante and reliable custodian of our client’s wealth and legacy. To read more about the Entrust profile in Finance outlook, click here: https://lnkd.in/gxw4pqPU For more details, please visit our website: https://lnkd.in/fwmtrgt #Familyoffice #EntrustFamilyoffice #HNIs #UHNIs #Lifestylemanagement #Legacymanagement #Alternateinvestment #SuccessionPlanning #Realestate #Wealthmanagement #FamilyofficeMedia Sreepriya N S Rajmohan Krishnan Dr.Karthik.S PhD CFP

Entrust Family Office is delighted to share the recent recognition received at AISL Edition II - UHNI & Family Office Summit 2024, hosted by Grant Thornton Bharat and CEO Club India. We received the prestigious Lumiere Awards 2024 for the “Best Family Office of the Year”. The event held on 20th September 2024 at Sheraton Grand, Bangalore and was attended by key players from various industries to explore innovation, alternative investments, and sustainable lifestyle practices. The event attracted prominent business owners, entrepreneurs, investors, and family offices, celebrities, fostering insightful discussions on new opportunities and industry trends. Our Co – founder & Director Sreepriya participated as a panel speaker in the discussion around Alternate Investments and Sustainable Lifestyle, highlighting the various personas of Family offices emerging in India, trends of alternative investment options beyond traditional and how the professional team in Family Offices can help UHNI families to integrate sustainability in their operations and lifestyle. Panel included other thought leaders N Sridhar, Group Director & CEO - Hiranandani Group, Sachin Tagra, Managing Partner - JSW Ventures, KC Ganesh - President, Pratithi Investments, well moderated by Pallavi Joshi Bakhru, Partner - Head of Private Client Services, Grant Thornton Bharat LLP. Event witnessed other Key speakers like Sidharth Roy Kapur, Founder & MD, Co-Chairman of the CII Media Entertainment Committee and Pavan Ranga, Chairman – Rangsons & Director – NR Group. Forbes India - https://lnkd.in/gsWqaUMQ ABP News : https://lnkd.in/gCbfG3SR https://lnkd.in/gDkHapxM #Family office #Succession planning #EntrustFamilyoffice# UHNI #Walthmanagement #Startup entrepreneur #Legacy management #Lifestyle management #Family trust #Alternate Investments #Real Estate # Legacy #Lifestyle BRAND TORQUE LLP Grant Thornton Bharat LLP CEO CLUBS INDIA Shridhar Narayan Sachin Tagra Ganesh KC Madhushree Dutta Pallavi Joshi Bakhru Sreepriya N S Rajmohan Krishnan

Maximizing the Impact of Your Giving: Why a Dedicated Trust for Philanthropy is Critical!! Most entrepreneurs today are acutely aware of the transformational power that wealth can have when aligned with the right causes. Hence, when they pledge their hard-earned money, it is with the intention to affect actual change and create true opportunities. However, any long-lasting change takes years if not decades. This is why entrepreneurs must realize that in order to secure their philanthropic legacy, they have to risk-proof it. For instance, what happens to a giving pledge in the event of incapacitation or unforeseen circumstances such as a sudden health emergency? Would their children or next of kin be aware of what needs to be done or be able to continue supporting the causes their parents had pledged towards? These questions are highly relevant, as an increasing number of entrepreneurs are making charitable pledges at a young age thanks to the substantial profits they have garnered from their successful businesses. However, we know that life is unpredictable, and these individuals may face situations where they are unable to execute upon their philanthropic interests due to incapacitation or death. Thus, by creating a separate trust, they can ensure that their interests are protected and managed in accordance with their wishes. Setting up a separate philanthropic trust and distinct management for the same can go a long way in establishing a culture of giving back to society right from the incorporation of such trusts. And by establishing a trust for philanthropic endeavors, entrepreneurs can direct funds towards these causes while simultaneously prioritizing their business pursuits. In addition to securing, one’s wealth beyond their lifetime, creating a separate philanthropic trust also has other key benefits such as: Clear Governance and Legal Structure: A distinct trust offers a legal framework for handling and allocating assets, guaranteeing a definite division between personal and charity assets Professional management: Setting up a separate trust for philanthropic interests allows donors to hand over the management of the trust to professionals who are experienced in managing philanthropic organizations. Tax Implications: A separate trust may also have significant tax ramifications. Charitable trusts are frequently set up in a way that provides tax advantages to both the donor and the non-profits they support. # Philanthropy #UHNIs #Philanthropic Trust #Social Responsibility #Entrust Family Office #Trust #Giving #Charity #Foundation Sreepriya N S Rajmohan Krishnan For more information visit us on: https://lnkd.in/g9fDiUe5

#Real Estate Strategy #Legacy property Management #Entrust Family Office# Asset Value Maximization #Entrust

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