Bengaluru, Mar 9: Entrust Family Office marks its 13-year milestone with the expansion of its NRI services to serve the global Indians, and the introduction of insurance solutions to enhance the estate planning offering, reflecting the firm’s continued evolution alongside the changing needs of Indian entrepreneurial families.
Over the past decade, Entrust has grown from an investment advisory practice into a comprehensive multi-family office supporting Ultra High-Net-Worth Individuals (UHNIs) and business families across investments, governance, succession planning, and cross-border wealth management.
The expansion of NRI services emerged from client needs. Many long-standing families who moved overseas found that while their lives had become global, their financial interests remained anchored in India. Managing Indian assets, banking relationships, compliance requirements, and reporting across jurisdictions became increasingly complex. Entrust’s enhanced NRI platform now provides integrated support covering banking and investment coordination, asset management in India, tax coordination, estate planning, consolidated reporting, and assistance in establishing and governing India-based family offices for NRIs.
Insurance solutions were introduced following succession discussions with clients. Families often faced a common challenge – significant wealth was tied up in businesses or long-term assets, making equitable inheritance difficult without selling or fragmenting assets. Positioned as a strategic estate planning tool, insurance helps create liquidity during generational transitions, enables fair distribution among heirs, and supports continuity without disrupting long-term wealth structures. For business-owning families, it also serves as a safeguard to protect operational stability and legacy.
Speaking on the milestone, Rajmohan Krishnan, Founder and Managing Director of Entrust Family Office, said,
“Completing 13 years is a significant milestone in Entrust’s journey of partnering with India’s wealth creators. As wealth becomes increasingly global and multi-generational, families require more than investment advice; they need integrated solutions that address governance, succession, and cross-border complexities. Our expanded NRI platform and strategic use of insurance within estate planning reflect our commitment to helping families – both domestic and overseas, protect and transition wealth seamlessly, while enabling them to focus on long-term growth and legacy.”
Entrust’s expansion reflects broader shifts in India’s wealth landscape, with entrepreneurs, global professionals, and business families increasingly seeking structured, institutional approaches to managing wealth across generations and geographies.
