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About Waterfield Advisors
Waterfield Advisors is an independent multi-family office and wealth advisory firm based in India. They provide holistic services to ultra-high net worth families, including investment management, tax planning, legal and regulatory matters, and family governance. Their target audience includes family-owned businesses, trusts, and endowments. The firm's unique selling proposition is its conflict-free advisory model, focusing solely on clients' interests without receiving distribution fees from product providers. This approach ensures transparency and integrity, setting them apart in the wealth management industry[1][3][5].
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