Last Updated: March 08, 2023, 17:13 IST
Around one-third of the worldwide wealth is now owned by girls.
Labelled Heritage will search to handle and repair wealthy girls purchasers on funding and non-investment wants throughout asset lessons and geographic areas
Leading multi-family workplace and wealth advisory agency Waterfield Advisors on Wednesday launched a wealth advisory platform for excessive networth girls. Labelled Heritage, the brand new platform, will search to handle and repair wealthy girls purchasers on funding and non-investment wants throughout asset lessons and geographic areas providing curated monetary literacy programmes, the advisory mentioned in an announcement.
Heritage additionally guarantees to give attention to softer facets of wealthy girls’s challenges resembling fundraising for their companies, training consulting for next-gen, creating impression by means of their philanthropic giving, and preferential entry to occasions and concierge companies, mentioned Soumya Rajan, the founder and chief government of Waterfield.
“Around one-third of the worldwide wealth is now owned by girls. With our distinctive proposition, we goal to assist girls grow to be extra assured and cozy with their wealth, advise them on their funding selections, and construct a robust group of girls of wealth within the nation,” she added.
Established in 2011, Waterfield manages over $4 billion in assets on behalf of some of the largest business families in the country, through its nine offices. Waterfield offers a full suite of services, including investment advisory, succession planning, family governance, and philanthropic advisory.
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