Founded in 2011, Waterfield Advisors is a prominent wealth management firm in India that operates as a multi-family office. The company provides comprehensive advisory services to ultra-high-net-worth (UHNW) families, entrepreneurs, and trusts. Its core mission is to offer conflict-free, client-centric advice, operating on a fee-only model to align its interests with those of its clients. Services include investment advisory, family governance, estate and succession planning, corporate finance, and philanthropy advisory.

Founded in

India