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Legacy Growth names Monika Khanna Wadhwa as senior partner
In her new role, Wadhwa will oversee the company's strategic objectives in North America and be located in Texas.
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Monika Khanna Wadhwa named senior partner at multi-family organization Legacy Growth / (Image - Legacy Growth)
Wadhwa’s addition will strengthen Legacy Growth's capacity to service private clients and Non-Resident Indians (NRIs) in the United States, the company stated in a statement. Her recruitment is a major step toward the firm's goal of providing more services in the area and enhancing its current office in Toronto, Canada, which is managed by Ankur Pahuja, the statement added.
Wadhwa brings more than 20 years of experience in transactions, mergers and acquisitions, and international taxation. Her extensive professional background includes leadership positions at two of the Big Four consulting firms, including EY and KPMG, in both the US and India.
Notably, Wadhwa developed and expanded the service offering to HNIs (high net-worth individuals), family offices, and multinational organizations during her time at EY's US-India international tax desk.
Speaking about her new role, Wadhwa stated, “I am looking forward to contributing to the firm's vision of becoming a global leader in multi-family office services, and glad to have this opportunity to contribute to the firm's strategic initiatives in the US,. The firm's commitment to serving private clients and Non-Resident Indians aligns perfectly with my own professional passions and experiences.”
Suraj Malik, founder & managing partner at Legacy Growth, remarked, "Monika's unparalleled expertise and her experience in advising US clients strengthen the capability of the leadership team at Legacy Growth. Our clients will immensely benefit from this association which allows us to offer comprehensive, tailor-made solutions that adeptly navigate the intricacies of both US and Indian regulatory frameworks.”
By expanding Legacy Growth's reach to the Indian diaspora in significant international jurisdictions, Wadhwa’s addition furthers the company's aim to become a worldwide multi-family office, the release stated. Currently, Legacy Growth also has a presence in the United Kingdom, United Arab Emirates, and Singapore, in addition to its North American location.
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