Simplifying
Complexities
Family governance is one of the most important services designed to meet the auditing and governance challenges faced by the families and their enterprises. We strive to work through and guide our clients on various regulatory and compliance requirements while also ensuring constant support.
Families and their enterprises may face unique issues. We offer family governance services especially designed to meet their challenges like auditing and governance. We spend the time necessary to work through and guide our clients on regulatory and compliance requirements and provide them with ongoing support.
In order to protect your family, your enterprise and your assets, it is imperative for you to plan for the unexpected. We understand that family offices and UHNW Individuals face unique risks, ranging from financial and legal risks to reputational and cybersecurity risks. Our team of experienced professionals work closely with clients to identify and prioritize these risks, and develop customized risk management strategies to mitigate them. Activities such as portfolio stress testing, insurance analysis, estate planning, and cybersecurity assessments help in continuous risk monitoring and limiting the downside.
Navigating the complex and ever-changing tax landscape in India can be daunting. This becomes even more challenging when you add global jurisdictions into the mix. As families become more global in nature, efficient tax planning and optimisation become a key area of concern for them. Waterfield’s in-house expertise as well as a robust global network of tax consultants assists clients in achieving their financial objectives while minimizing their tax burden.
The legacies
we build
Our bespoke services to bring your authentic vision to life.
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
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.
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.
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.
Information Technology
Promoter of a listed IT 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.
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
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.
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.
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.
Information Technology
Promoter of a listed IT 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.
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
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.
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.
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