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1.3-trn intergenerational wealth transfer in country within a decade

Financial Express Pune

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July 14, 2025

THE UNIQUE DEMOGRAPHIC trend in India has made it a hotbed of activity for intergenerational wealth transfer and family offices (FO), which provide investment management, estate and succession planning, tax advisory and philanthropic advice.

- NESIL STANEY

THE UNIQUE DEMOGRAPHIC trend in India has made it a hotbed of activity for intergenerational wealth transfer and family offices (FO), which provide investment management, estate and succession planning, tax advisory and philanthropic advice. A projected $1.3 trillion in wealth is expected to change hands to the new generation over the next 10 years, according to reports.

"The next generation is driving this change by being more adventurous, globally focused, and impact oriented. Technology, governance, and sustainability will define the next chapter for family offices in India," said Surabhi Marwah, Partner, People Advisory Services, and Private Client Services Co-Leader, EY India, in a report posted on LinkedIn.

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