We understand the need and concerns in protecting and growing the wealth of high net worth families who have often accumulated significant affluence over many family generations.
Most wealth management firms are not specialists in asset structuring, charitable giving, or even multi-generational wealth management.The focus of Entrust is on providing full balance sheet management, asset structuring, protection and maintence of the family legacy through philanthropic pursuits.
The Entrust Family Office Adviser is the central contact working with the family's existing professional advisers (or where these don't exist introducing specialist advisers) to deliver a cohesive plan for preserving and/or growing the wealth of the high net worth families. Some of the primary services the Family Office Adviser provides include:
Investment advice and management
Full investment mail house facilities
Portfolio tax reporting
Full cash & liquid funds management
We understand that the current generation is the benefactor for the future generations and the management of the family's wealth needs to reflect this ethos.