Family Offices

It is targeting annual returns of 16% to 18%, Deepak Padaki, president of Catamaran Ventures LLP said on the sidelines of Bloomberg's New Economy Forum

Billionaire family offices, including those belonging to tech founder Azim Premji and consumer tycoon Harsh Mariwala, are already paying a share of investment profits - known as carried interest

'SEBI is not examining or pursuing this matter at present,' the regulator said in a statement

The discussions include asking family offices to disclose their entities, assets and investment returns for the first time, as well as a separate category to regulate the investment vehicles

In the next 12 months, 34 per cent of respondents, Goldman Sachs said, intend to reduce their cash balances with many planning to invest in 'risk assets'

The shift is evident from a sharp rise in AIF allocations overseas

Commitments to AIFs rose 20% year-on-year to Rs 14.2 trillion as of June 2025, with funds raised at Rs 6 trillion and investments made at Rs 5.72 trillion

While many first-gen entrepreneurs are now more intentional and strategic about succession, the movement from informal conversations to formal planning is still a gradual and ongoing process

Global volatility, favourable tax regime make them take alternative investment fund route

The United Arab Emirates, of which Dubai is a part, is poised to be the top destination for relocating millionaires this year, according to a report from migration advisory firm Henley & Partners

Family offices in India manage an estimated $30 billion in assets under management (AUM), a small portion compared to the global AUM of family offices, which stands at around $6 trillion

Family Offices in India projected for 14 per cent growth in Asset Under Management (AUM) and a 5 per cent increase in alternative investments over the next 3 years, a report said. AUM for mid to large-sized family offices in India will grow at a Compound Annual Growth Rate (CAGR) of 14 per cent over the next three years, potentially increasing by 1.5 times, a report by Sundaram Alternates titled 'From Legacy to Leadership' said. This report highlights the significant evolution of family offices as they transition from wealth preservation to a growth-focused mindset. Indian family offices are increasingly embracing alternative investments, with a projected 5 per cent increase in allocations to 18 per cent over the next three years, it said. This aligns with a global trend, where family offices allocate more than 50 per cent of their assets to alternatives, it said. The shift reflects a strategic move toward diversification, niche investment strategies, and active participation in .

The clarification comes in the wake of a recent debate on social media claiming that Indian regulators have stopped allowing local family offices to set up investment funds in its new finance hub

Family offices are increasingly venturing into startups and venture capital, although they typically prefer to see some traction before investing

Consumer, retail and transportation and logistics technology startups have been the largest beneficiaries

'Shift is driven by favourable valuations and the diminishing stigma associated with selling a family business'

That question - Abu Dhabi or Dubai? - is a common one among billionaires, fund managers, startup founders, trust attorneys and even fraudsters who are either in or seeking a slice of the insular world

The government's push to tighten various investment regimes has accelerated since March, with agencies setting out additional requirements that must be met in the coming months

Since 2019, as the rich get richer, the number of family offices worldwide has more than tripled, to almost 4,600 last year, according to investment data provider Preqin Ltd

The financial services hub gives tax breaks and opportunities to make investments