New Delhi, March 19 -- Indian family offices are entering a more institutional phase. Recent research from Julius Baer and EY shows that the number of Indian family offices has risen sharply in recent years, supported by intergenerational wealth transfer, liquidity from listings and exits, and the growing complexity of multi-generational wealth management. At the same time, offshore allocation is becoming a more deliberate part of portfolio construction, driven by diversification, governance, and long-term capital preservation rather than simple return-seeking alone.

For many family offices, the question is no longer whether to invest globally, but where Indian capital has a genuine edge. The best cross-border opportunities are usually n...