Waterfield Advisors has launched Heritage, a new wealth advisory platform designed for high-net-worth women. With a comprehensive range of services, including philanthropic advisory, family governance, and investment advisory, Heritage aims to help women feel more confident and comfortable with their wealth, advise them on their investment decisions, and build a strong community of women of wealth in the country.
A well-known multi-family office and wealth advisory company, Waterfield Advisors, has introduced a brand-new platform called Heritage that is especially designed to meet the investment and non-investment needs of high-net-worth women. The platform aims to offer a variety of services, such as financial literacy programmes, investment advice, support for charitable endeavours, counselling, and access to events and related services. The new platform aims to assist women in managing their wealth confidently and comfortably. In order to create a strong community of wealthy women in the nation.
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According to the advisory firm, women now own about one-third of the world’s wealth. The founder and CEO of Waterfield Advisors, Soumya Rajan. Stated that Heritage would concentrate on offering specialised services to meet the needs of affluent women. Regardless of their location or asset classes. With nine offices spread out across the nation, Waterfield Advisors. A 2011 startup, manages over $4 billion in assets for some of the biggest business families in the nation. The company provides a wide range of services, such as investment advice, family governance, succession planning, and philanthropic advisory.
Waterfield Advisors’ dedication to offering unique and cutting-edge solutions to its clients. Particularly high-net-worth women, is demonstrated by the launch of the Heritage platform. With a focus on financial education, charitable endeavours, and community development. Heritage is in a good position to meet the changing needs of its clients and make a significant contribution to society.