Legacy Growth appoints Monika Wadhwa as senior partner

Legacy Growth announced that the addition of Wadhwa to their team will fortify their ability to serve private clients and Non-Resident Indians (NRIs) in the United States. According to the company’s statement, her recruitment marks a significant stride towards expanding services in this sector and strengthening the existing office in Toronto, Canada, overseen by Ankur Pahuja.

With over two decades of experience in transactions, mergers and acquisitions, and international taxation, Wadhwa has held key roles at prominent firms like EY and KPMG in both the US and India. Notably, she played a pivotal role in enhancing service offerings for high net-worth individuals (HNIs), family offices, and multinational corporations while at EY’s US-India international tax desk.

Expressing her enthusiasm for the new role, Wadhwa emphasized her commitment to contributing to Legacy Growth’s vision of becoming a global leader in multi-family office services. She also highlighted the alignment between the firm’s dedication to serving private clients and NRIs and her own professional interests and expertise.

Suraj Malik, founder & managing partner at Legacy Growth, praised Wadhwa’s unmatched expertise and her track record in advising US clients, emphasizing the benefits her addition brings to the firm’s leadership team and clients alike. He emphasized the value of offering tailored solutions that navigate the complexities of both US and Indian regulatory landscapes.

The company’s release emphasized that Wadhwa’s appointment will extend Legacy Growth’s reach to the Indian diaspora in key international jurisdictions, furthering its ambition to become a global multi-family office. Currently, Legacy Growth maintains a presence in the United Kingdom, United Arab Emirates, and Singapore, in addition to its North American operations.