Family Office

Today, private family capital is larger than private equity and venture capital combined. The increasing concentration of wealth held by very wealthy families and rising globalization are fueling the growth of family offices.

The team

A photographic portrait of Surabhi Marwah
Surabhi Marwah
Partner, People Advisory Services, and Private Client Services Co-Leader, EY India
Photographic portrait of KT Chandy
KT Chandy
EY India Corporate Tax and Regulatory Services Partner and Private Tax Co-Leader

What EY can do for you

Family offices are complex organizations that require deep knowledge — not just of investment variables, but also a host of other factors. As trusted advisors to ambitious business-owning families, including more than 90% of the world’s top 500 family enterprises, EY teams have the experience and know-how to help the entire family enterprise — families, their family business and their family office — pursue growth opportunities while preserving values and building the family legacy.

Drawing from more than 100 years of experience supporting the world’s most entrepreneurial families, EY Family Enterprise professionals are experienced in pinpointing and helping to optimize the drivers that impact family businesses’ growth and longevity, preserve wealth and culture, and solidify multigenerational legacies.

Why set up a family office?

A family office supports the family vision and legacy, ownership transitions, leadership transitions and successful wealth transitions. The benefits include privacy and confidentiality as the family office is the sole entity that keeps all information for all family members, covering the entire portfolio of assets, activities, tax and general personal information. Other advantages include transparent governance and management structure, alignment of interests, potential higher returns, and improved risk management.

Our latest thinking

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, People Advisory Services, and Private Client Services Co-Leader, 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
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