services Exclusive Services Setting Up A Family Office

Setting Up A Family Office

Leading legacies to

Philosophy
Strategy

Philosophy

Every family deserves the advisory they need

We handle a family’s financial affairs in entirety with a deep understanding, that each family office is different and has unique needs. Our experience in serving family offices in India has allowed us to innovate solutions specific to unique challenges. Our team of dedicated professionals, partner with clients to become true custodians of your family wealth; enhancing family unity, governance and financial acumen.

STRATEGY

Helping clients set
up a family office

We serve as the central bridge between the vision for your legacy and your present truth. This means not only bolstering your readiness for establishing a Family Office but setting up a strong foundation for it and assisting you every step of the way.

Do you need a family office?

Current setup and future plans

Getting the fundamentals right

Preparing the platform

Day to day execution

Softer aspects

Do you need a family office?

Current setup and future plans

Getting the fundamentals right

Preparing the platform

Day to day execution

Softer aspects

Case Study

The legacies we build

Our bespoke services to bring your authentic vision to life.

Pharmaceuticals

Promoter family of a listed pharmaceutical company

This case study pertains to a listed company in the pharma space. The business is run by a third-generation family member. The firm has a professional management team, business interests across the globe and members of the family are amongst the top billionaires in India.

Coming Soon

Information Technology

Promoter of a listed IT Company

This case study pertains to the Promoter of a listed company in the Information Technology space. The Promoter is a first-generation entrepreneur, who has come into significant wealth over the past twenty-five years.

Coming Soon

Consumer Appliances

Single Family Office

This case study pertains to a Single-Family Office whose assets have been generated through the Promoter holdings of the family in one of India’ largest consumer appliance companies that was founded by the principal of the family office. The brand was sold to a foreign company in its entirety. Out of the proceeds received from the exit of the Company, the family carved out three portions of capital for the following:

Deployment in new group company businesses
Financial portfolio
Unlisted investments

Coming Soon

Pharmaceuticals

Large Listed Rubber Chemicals Family

This case study pertains to the various issues that arose for the Promoter of a large, listed rubber chemicals company after a family business separation. As a part of the family settlement, the Promoter needed to obtain access to a substantial amount of funds.

With many multi-layer entities being split between the family, the Promoter also needed to re-structure his various holdings / interests to simplify operations and be able to access the wealth in a tax-efficient manner.

Coming Soon

FMCG

Single Family Office

This case study pertains to an ultra-high net worth family that has diverse businesses in the FMCG space. The family was in need to bring all its affairs under one roof and hence leveraged Waterfield’s expertise to set up a single-family office. Our team was responsible for executing the set-up, incorporating a family constitution and put in place a succession plan.

Coming Soon

Vault

Your access to
rich insights

From experienced partners at the forefront of
today's financial trends and beyond.

Global Family Office Advisory

Culture Meets
Investment

Diversification

Explore Global Family Office Advisory

Your legacy awaits

Leading legacies to

Every family deserves the advisory they need

Helping clients set
up a family office

The legacies we build

Your access to
rich insights

Culture Meets
Investment

Your legacy awaits

Your legacy awaits

Every family deserves the advisory they need

Helping clients set up a family office

The legacies we build

Your access to rich insights

Culture Meets Investment

Your legacy awaits

Helping clients set
up a family office

Your access to
rich insights

Culture Meets
Investment