We understand the need and challenges in protecting and growing the wealth of high net worth families who have often accumulated assets over many family generations.
Most wealth management firms do not specialise 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 maintenance of the family legacy through philanthropic pursuits.
Entrust Advisers act as 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 high net worth families. Some of the primary services we can provide include:
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.
For a fresh perspective on your investment future, talk to any of our highly experienced advisers.