Tag: Succession Planning

Why Family Wealth Needs Structure, Not Just Strategy: A Conversation with Soumik Bandyopadhyay

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Soumik Bandyopadhyay, Founder and Managing Director of Soumik Bandyopadhyay Advisors Pvt. Ltd. (SBAPL) New Delhi [India], May 25: In India’s rapidly evolving wealth management landscape, the conversation has long been dominated by strategy — asset allocation models, portfolio diversification, alternative investment classes, and return optimisation. But Soumik Bandyopadhyay, Founder and Managing Director of Soumik Bandyopadhyay Advisors […]

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The Global Family Office Model: Soumik Bandyopadhyay Lessons for Emerging Economies

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New Delhi [India], January 8: As private wealth grows across emerging economies, families are facing questions that extend well beyond investment performance. How should wealth be organised once it outlives the founder? How can families prevent personal dynamics from spilling into business decisions? And how can wealth remain relevant for generations that have grown up […]

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