Impartial Advice - We work in a principled manner which places clients’ interests at the heart of the professional advice we give which is impartial and independent across asset classes, portfolio managers and geographic regions.
Succession planning – We help you with succession planning which we believe is an ongoing process that includes critical decisions as well as careful planning and preparation in order to successfully transition ownership, leadership and management of the business and the family's assets to successive generations.
Legacy planning - Legacy planning helps you examine not only your financial and non-financial goals and concerns but it also focuses on the values and legacy you wish to leave behind. With a customized plan, you can minimize the emotional impact on your family, retain valuable assets and ensure that your legacy lives on through those you love and your future generations.
Family trusts – We help you decide whether a trust is suitable vehicle to meet your objectives which could be legacy, succession or estate planning, because it might be the cornerstone of your family’s financial security.
Philanthropy - Charitable giving is a very personal objective. For many families, it can be quite daunting to determine where to begin. We help the families we work with, to articulate their philanthropic objectives and to align their interests with important social causes to create a thriving philanthropic society.
Consolidation - The average ultra-high net worth family works with more than 20 service providers. We work with this network as your representative, to ensure every provider is working to achieve the overall objectives and mission of your family’s wealth.
Impact investing - We can help you complement your philanthropic activity with impact investing designed to generate social and environmental impact alongside a financial return. It addresses challenges in sectors such as sustainable agriculture, renewable energy, conservation, microfinance, and affordable and accessible basic services including housing, healthcare, and education.
Wealth transfer - We understand the complexities of intergenerational wealth transfer and help you think through deeply personal and complex decisions around legacy planning. Our role is to assist you formulate a framework for setting up, structuring and coordinating family trusts.
Preparing The Next Generation
Preparing the next generation - Younger family members will face complex challenges when they assume leadership in managing the family’s wealth. We share your vision to prepare them for future responsibilities and help develop the next generation’s capabilities with practical experience in dealing with those responsibilities. We provide guidance and mentoring to help them prepare for their new roles.
At Waterfield, we understand that as an entrepreneur, it is a combination of vision, skills, hard work, perseverance and importantly the ability to make the right choices at the right time that has helped you create wealth for your family, employees and stakeholders.
We know that making constant choices though can sometimes be overwhelming. More so given the plethora of options that confront us.
"As an advisory firm to family owned businesses, Waterfield recognises that families are dealing with multiple issues around safeguarding the family’s business legacy, the creation and preservation of wealth and the need to ensure good governance. Our role is to be their trusted advisor as they navigate through these complex issues. As a team of dedicated professionals, we work solely for the benefit of the families that we represent. "
Co-Founder, Managing Director and Chief Executive Officer
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142, Maker Chamber VI,
220 Jamnalal Bajaj Marg, Nariman Point,
+91 22 66210700
4th Floor, Statesman House, Barakhamba Road,
New Delhi – 110001
011- 3044 6480
Apeejay Business Center, 39/12 Haddows Road,
Chennai - 600006.
+91 44 28224949