India’s ultra-wealthy are expanding globally at a rapid pace. With 3-4 new ultra high net worth individuals … Beyond borders: India’s Family Offices going globalRead more
EY-Julius Baer: The Indian Family Office Playbook
The newly released Indian Family Office Playbook is a first-of-its-kind thought leadership publication by Julius Baer, … EY-Julius Baer: The Indian Family Office PlaybookRead more
Pioneering startup investments with due diligence
In 2018, the heads of an Indian HNI family convened to debate liquid investments related to … Pioneering startup investments with due diligenceRead more
Family offices stitch together AIF structures in GIFT City to bypass overseas investment hurdles
At least half a dozen prominent family offices, including those backed by an automaker, an auto … Family offices stitch together AIF structures in GIFT City to bypass overseas investment hurdlesRead more
UBS Global Family Office Report 2025
The 2025 edition of the Global Family Office Report brings together the views of more than … UBS Global Family Office Report 2025Read more
India’s $1.6 Trillion Wealth Boom (FY24-29)
Financial wealth management services in India A US$1.6 trillion AUM growth opportunity over FY24–29 The Deloitte … India’s $1.6 Trillion Wealth Boom (FY24-29)Read more
End to family drama: How India’s smaller family businesses are investing in succession planning & family constitutions
Indian family-run businesses, crucial to the nation’s growth, are increasingly adopting formal succession planning and family … End to family drama: How India’s smaller family businesses are investing in succession planning & family constitutionsRead more
Trophy Homes Are the New Gold Bars
Ultra-HNIs and family offices have shifted billions into “trophy” property—Mumbai sea-view penthouses, Lutyens’ Delhi bungalows, London … Trophy Homes Are the New Gold BarsRead more
How Neo Wealth is plotting its way to a ₹1 lakh crore valuation
It was an almost ceremonial handover on a quiet Saturday evening at the Conrad Hotel in … How Neo Wealth is plotting its way to a ₹1 lakh crore valuationRead more
Billionaire Nirmal Jain Hiring 60 Bankers for India Wealth Boom
Tycoon Nirmal Jain is aggressively hiring bankers and pivoting his brokerage to wealth management, underscoring how Indian firms … Billionaire Nirmal Jain Hiring 60 Bankers for India Wealth BoomRead more