Multi Generational Family

First generation wealth creator is present and controls the family's business and financial assets. Married with three children and four brothers. Most of the family wealth stems from high end real estate owned in major metropolitan areas and a successful family business.

Wodehouse initiated the client relationship by reviewing the family's existing financial assets and investments. Both parties mutually agreed to a service relationship including full investment management of the family's liquid financial assets, including asset allocation and discretionary investment allocation. Wodehouse provides investment analysis, strategic business consulting and quarterly investment performance reviews. Wodehouse working with client to set in place family governance programs.

First Generation Entrepreneur

A first generation wealth creator from a middle class background generated significant wealth for himself and shareholders in a BSE 100 corporation and becomes a thought leader for his segment. The entrepreneur is now looking to launch a much larger enterprise in his field that will catapult him to be one of the biggest players of the industry nationally and wants to structure debt and equity financing for the venture. Wodehouse is providing strategic banking advisory, private equity, debt syndication and investment analysis.

Successful Wealth Creator

A first generation entrepreneur, he grew from humble beginnings to become one of the leading corporate leaders of this day and currently has various listed companies on the exchange. He has two daughters. Wodehouse working with client to create a secure legacy for his children and an enduring name for himself. On the business side Wodehouse is actively supporting his large in house team in managing the multiple banking and investment banking relationships and identifying best pricing in the market for fundraising for his conglomerate.

Fourth Generation Promoter

A fourth generation promoter with businesses across multiple sectors and several countries finds value in our proposition as it frees up his time to follow his business and philanthropic pursuits. Although the family has been successful in transferring wealth across three generations, it is one of the key reasons for them to consult us.

With the family and the wealth growing with each succession, it has become pertinent for the elders in the family to pass on the values and visions that they have for the younger generations to follow and perpetuate. Wodehouse Capital Advisors has been engaging with the client and his family to ensure that the succession plans are drafted in accordance with the vision shared by the elders and are understood by the next generation, which is young .

Wodehouse advises the family for their Investment Management requirements which is across various asset classes i.e. Equities, Mutual Funds, Fixed Income, Foreign Currencies, Real Estate, Art & Collectibles. Wodehouse is the custodian of critical information necessary for smooth transitioning of wealth and knowledge that has been accumulated painstakingly over decades, and ensuring that the values and wealth are preserved and perpetuated from one generation to the next.

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