Entrust Family Office has marked its 13th anniversary by expanding its services for non-resident Indians (NRIs) and introducing insurance solutions aimed at strengthening estate and succession planning for wealthy Indian families. The move reflects the growing demand among global Indian entrepreneurs and business families for integrated wealth management that spans investments, governance and cross-border financial planning.

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.