Investment Advisory
Investment Advisory
In the world of ultra-high-net-worth individuals (UHNWIs), real estate represents more than just an asset—it’s often an emotional commitment. The allure of a prime location or a promising investment opportunity can drive even the most level-headed investor to make impulsive decisions. Whether due to a time-sensitive deal, a handshake agreement, or an emotionally resonant location, real estate purchases sometimes skip the thorough due diligence they require. As stewards of our clients’ wealth and legacy, we at Entrust are uniquely positioned to navigate these complex scenarios, bringing clarity, security, and foresight to real estate investments.
For many UHNIs, real estate is about more than returns—it’s about creating a legacy. Some seek to establish enduring institutions such as schools or hospitals, while others aspire to build sustainable livelihoods for communities in particular regions. However, the passion to invest in meaningful properties often leads to fragmented acquisitions, each accompanied by its own documentation and potential ambiguities. In other cases, some UHNIs accumulate properties purely for the joy of ownership, driven by a deep-seated passion for land and buildings. Yet without systematic oversight, these investments can lead to unforeseen complications, from ownership disputes to regulatory challenges.
This is where an experienced multi-family office (MFO) becomes essential. By taking on the burden of comprehensive audits, documentation, and management, we ensure that real estate truly serves our clients’ broader financial and personal goals. Engaging a partner like Entrust early in the process offers invaluable advantages, though even a later-stage engagement can bring critical insights and support.
Our Real Estate and Property Services encompass a suite of offerings designed to streamline, safeguard, and optimize real estate investments across each stage. Here’s how our approach is thoughtfully tailored to address the unique needs of UHNI clients.
When an investment opportunity perfectly aligns with a client’s objectives, we present it backed by rigorous risk profiling and property valuation, ensuring that each real estate acquisition is informed by a full understanding of potential outcomes.
Entrust conducts a comprehensive audit of clients’ real estate portfolios, assessing liabilities, potential development impacts, and any legal issues. This process helps structure the portfolio for both short-term stability and long-term success, including action plans to meet investment goals.
From sourcing properties to negotiating deals and navigating registration requirements, Entrust manages the entire acquisition or liquidation process. Our expertise extends to market timing strategies, optimizing the financial returns from each sale or purchase.
With real estate investments, the devil is in the details. Our legal team conducts thorough due diligence to ensure all paperwork meets stringent legal standards, providing a Scrutiny Report to identify any vulnerabilities.
Many properties carry legacies of inherited or incomplete paperwork. Entrust reconciles, indexes, and, if needed, digitizes documentation for a seamless transition to future generations or new owners, providing peace of mind over generational property assets.
In the digital age, a streamlined, catalogued property file is invaluable. Entrust creates digital versions of all key documents for secure and accessible records that fit the expectations of the next-generation investor.
When documentation gaps exist, we provide tailored solutions such as Paper Declarations or indemnity clauses, protecting our clients and their buyers from potential post-sale complications.
Real estate management requires a hands-on approach. Our dedicated team, including ex-servicemen, handles all aspects of property upkeep, from regular maintenance and regulatory compliance to tenant management and complex renovations. Our real estate management services ensure that properties are consistently maintained and aligned with the client’s long-term goals.
Ensuring timely payment of property taxes and association dues, we help clients maintain good standing and prevent avoidable legal issues.
From routine maintenance to high-end renovations, we coordinate a full spectrum of services. This includes tenant management, where we oversee tenant selection, agreements, and financial transactions, ensuring a seamless rental experience.
Our commitment is to bring calm and clarity to real estate investments, anticipating and mitigating the unexpected complexities of this real estate asset class. At Entrust, we understand that property ownership can come with hidden challenges. We leverage our experience to manage these complexities, ensuring that our clients can focus on what truly matters: their vision, their legacy, and their peace of mind.
By offering more than just transactional support, we empower UHNWIs to make real estate investments that are not only financially sound but also deeply fulfilling. In a world where every property carries its own story, Entrust ensures that each one fits seamlessly into the broader narrative of your life and legacy.
Entrepreneurs and CXOs are the architects of all round prosperity, including their own. From the initial grind of building a business to the monumental task of ensuring that their legacy spans generations, the journey is anything but linear. At Entrust, we are more than advisors; we are partners in the noble endeavour of building wise wealth.
The Evolution of Categories SEBI’s 2017 circular streamlined mutual fund categories, bringing clarity to asset allocation and investment diversification strategies. However, a 2020 mandate required multi-cap funds to allocate at least 25% each to large, mid, and small-cap stocks, limiting their flexibility
In this interview, we leverage the expertise of Entrust Principal Founder & MD, Rajmohan Krishnan, to understand how to identify a true Multi Family Office (MFO), the role of an MFO beyond wealth management, what kind of clients need an MFO, and the kind of services that a true MFO offers to its HNI clients.
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