Waterfield buys and builds well-run American businesses. If you have achieved excellence, and it’s time to sell, please see our investment criteria to see if your business qualifies.
Waterfield Wealth Management™, through its joint venture with Morgan Stanley, serves the private banking and estate planning needs of individuals and families with a combined net worth of $10 million or more.
Learn more about how, why, and where we invest:
For a personal consultation please email [[email protected]](mailto:[email protected]?subject=Private+Banking)
The Waterfield Way describes and celebrates the culture built we’ve carefully built over 90 years of customer-first service and ideology.
We’re a diverse, global group of companies, leaders, entrepreneurs and visionaries. United by the Waterfield Way. See who’s behind our Legacy of Trust
©Waterfield Holdings 2025
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