A vision to
shape a great

SUCCESSION

Preserving family legacy for future generations

We help you to successfully transition ownership, leadership and management of your business and family’s assets to your successors.

As families in India navigate the complexities of inter-generational wealth transfer, estate planning has become a crucial component of their financial planning. Waterfield offers estate planning services specifically tailored for family offices. In addition to addressing legal and financial aspects of estate planning, we also place a significant emphasis on the softer aspects of family dynamics. Our comprehensive approach takes into account the unique needs and desires of each family member, ensuring a smooth transfer of wealth that aligns with the family's values and goals.

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. Working with some of the most iconic business families in India has taught us the importance of preparing the next generation to be the custodians of the family’s wealth and legacy. Our team works closely with families to identify the right educational programs and institutions that can impart the knowledge required to empower the next gen to become leaders of tomorrow. We also offer financial literacy programs and ‘How Wealth Works’ workshops to the next-gen family members to familiarise themselves with the complexities of managing substantial wealth.

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

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