Family offices in India have evolved significantly from being a secondary function for corporate and business houses into a more sophisticated discipline. While still some distance away from fully aligning with global best practices, family offices in India have become an increasingly vital source of capital for domestic businesses and asset classes. This growth reflects a broader trend of wealth management maturing into a critical part of high-net-worth individuals' financial strategy.
One of the key challenges for Indian family offices is finding the right balance between different asset classes while anchoring it with the right risk management and diversification playbook. Be it the lure of the public equities to the more conservative fixed income or real estate to alternative investments to exotic assets like fine arts, family offices are juggling with multiple options.
How are family offices crafting their asset allocation strategies and what all ingredients do they put in the cooking pot as they add new flavours to the mix? How can they devise the right risk management protocols for managing both generational wealth and newly minted money? What is the right jurisdiction mix to build a well-diversified family office with multi-geographic character? How is the real assets piece evolving for family offices?
At the same time, the role and responsibility of a family office goes beyond asset and wealth management and as the industry evolves conflict resolution, concierge services and philanthropy becomes a significant part of the daily workbook.
To discuss these and more, VCCircle is hosting the third edition of Family Office Summit on July 25, 2025, in Mumbai. This takes forward the last two editions that saw packed house with a stellar list of speakers and movers and shakers with billions of dollars to deploy across assets in the attendee list.