Entrust Family Office marks 13 years, expands NRI, insurance services

Entrust Family Office has expanded its non-resident Indian (NRI) services and introduced insurance solutions as part of its estate planning offerings, as the wealth advisory firm marks 13 years of operations and looks to deepen its support for global Indian families managing assets across jurisdictions.  

The Bengaluru-based company said the move is aimed at addressing the increasingly complex financial needs of ultra-high-net-worth individuals (UHNIs) and entrepreneurial families whose personal and business interests are spread across multiple countries. 

Founded as an investment advisory practice, Entrust Family Office has evolved into a multi-family office over the past decade, offering services that span investment management, governance advisory, succession planning, and cross-border wealth management. 

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.” 

Growing demand from global Indians 

The firm said the expansion of NRI-focused services was driven by growing demand from long-standing clients who have relocated overseas while continuing to maintain significant financial interests in India. 

As families become more globally mobile, managing Indian assets, banking relationships and regulatory compliance across countries has become more complicated, the company said. 

To address this, Entrust has strengthened its NRI platform to provide integrated support that includes coordination of banking and investments, management of India-based assets, tax coordination, estate planning, consolidated reporting and assistance in setting up and governing India-based family offices for NRIs. 

Insurance as a succession planning tool 

The company has also introduced insurance solutions as part of its estate planning framework to help families manage intergenerational wealth transfer more efficiently. 

According to Entrust, many business families face challenges when large portions of their wealth are tied up in operating businesses or long-term assets, making it difficult to distribute assets equitably among heirs without selling or fragmenting core holdings. 

Insurance, when used strategically, can create liquidity at the time of succession, enabling families to distribute wealth fairly among beneficiaries while preserving long-term assets and business ownership structures.