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
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
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
