Family Office
Family Office
In a world where financial landscapes evolve rapidly, the role of an advisor is no longer just about offering solutions—it’s about thinking ahead, anticipating needs, and providing clarity even before challenges arise.
True advisory is not transactional; it is built on deep trust and understanding. It requires stepping into the client’s shoes, seeing the world through their lens, and making decisions as if their goals were our own. It is about being more than an advisor—it is about becoming a sounding board, a vision board, and a think tank.
The most valuable advisors are those who don’t just react to circumstances but proactively prepare for them. This means:
Clients don’t just seek expertise; they seek a partner who walks with them. A trusted advisor thinks with the client, not just for the client. This means being:
The most successful client-advisor relationships are those where there is deep alignment—not just in strategy, but in vision. This goes beyond financial decisions; it’s about partnership, foresight, and unwavering commitment.
Because true advisory isn’t just about solving problems—it’s about preventing them, simplifying complexities, and creating clarity at every step. The best advisors don’t just provide guidance; they walk with you, ensuring that every decision today leads to a stronger tomorrow.
In recent years, the global investing conversation has tilted in favor of passive investment strategies—low-cost index funds that track broader markets without attempting to outperform them. However, in the Indian context, active portfolio management still holds compelling merit, particularly in the current market environment. At Entrust, our Investment Advisory team continues to closely monitor and […]
Marriage is often considered a sacred institution in India, deeply rooted in tradition and societal values. Unlike in many other countries where prenuptial agreements (prenups) are legally binding contracts that outline financial and asset-related arrangements in the event of a separation, the Indian legal system does not formally recognize such agreements
Background Some of our clientele include prominent Single-Family Offices (SFOs) managing diverse assets across different geographical locations. These clients usually have distinct entities operating under their umbrella and require a comprehensive tax advisory service to optimize their tax liabilities and achieve significant savings while ensuring legal compliance. The objective for such clients is mostly to […]
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