Family Office Advisory Services  

As intergenerational wealth grows, EY supports families in establishing efficient, customized family offices that align financial strategies, legacy aspirations and operational excellence through integrated advisory, tax and governance solutions.

The team

A photographic portrait of Surabhi Marwah
Surabhi Marwah
Partner, Family Office Advisory Services, EY India
Photographic portrait of KT Chandy
KT Chandy
EY India Corporate Tax and Regulatory Services Partner and Private Tax Co-Leader
Puneet Sachdev, Partner, Tax, EY India
Puneet Sachdev
Partner, Tax, EY India

EY Family Office Newsletter March 2026

The newsletter is designed for leaders navigating today’s evolving landscape of family wealth, governance and cross-border structures.

What EY can do for you

Family offices in India are gaining prominence as families seek more control, privacy, and strategic oversight of their assets. These entities serve as centralized platforms for succession planning, philanthropy and family governance. With India witnessing a surge in first-generation entrepreneurs and intergenerational wealth transfer, Family offices offer a structured approach to preserving and growing wealth. 

EY provides comprehensive support tailored to your current and future family office, enabling confident investment, growth and progression to the next phase:

Frequently Asked Questions (FAQs)

Our latest thinking

How India’s family offices are evolving into long-term wealth institutions

Listen to our latest conversation on how Indian family offices are transitioning from informal wealth management structures to professionally governed institutions focused on preservation, growth and intergenerational continuity.

37m 19s

The rise and future of family offices in India

Tune into EY India’s podcast on the evolution of family offices covering succession, investment trends & future outlook for high-net-worth families in India.

11m 49s

Old roots, new routes: The evolving landscape of family offices in India

Family offices in India are transforming into hubs for governance, succession, and innovation, driven by a wealth transfer of INR 108 lakh crore.

Surabhi Marwah + 1

    EY Single Family Office Study

    Find out how 250 single family offices across the world perceive their own capabilities and what they are doing to future-proof their operations in a high-pressure and constantly changing world.

     

    Discover more

    Male and female entrepreneurs working in creative office

    Request a copy of the EY Family Office Guide

    Family offices are complex organizations that require deep knowledge. This guide provides leading practices for setting up and running successful family offices.

    Request now
    EY FO guide

    The team

    Surabhi Marwah

    Partner, Family Office Advisory Services, EY India
    Partner, People Advisory Services and Co- Leader, Private Client Services. Bibliophile and an avid traveler.
    New Delhi, India

    KT Chandy

    EY India Corporate Tax and Regulatory Services Partner and Private Tax Co-Leader
    A Chartered Accountant with over 25 years of experience in family succession planning, corporate tax, private equity, venture capital, mergers and acquisitions tax, and cross-border structuring.
    Bengaluru, India

    Puneet Sachdev

    Partner, Tax, EY India
    Transaction tax advisor and M&A professional with a diverse portfolio of Indian family-owned businesses and international investors. Passionate about client relationships and succession planning.
    New Delhi, India
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