NextGen Family Office | CA-Led Family Office Advisory India

How We Help

Situations we help families
navigate

HNI families come to us not with product requests — but with complex situations that require structure, coordination, and alignment.

🏛️

Preparing the next generation for wealth responsibility

Children inheriting significant wealth without governance structures or financial education. We build the frameworks and facilitate the conversations.

⚖️

Structuring family wealth independently from business risk

Business founders whose personal and family wealth is entangled with operating risk. We separate, protect, and structure it correctly.

🔄

Managing complexity across multiple advisors and investments

Families with 5+ advisors, fragmented portfolios, and no consolidated picture. We bring it all under one coherent, conflict-free advisory.

📋

Planning a smooth succession before a crisis forces the issue

Business families without wills, trusts, or succession plans. We create the legal and governance framework before it becomes urgent.

🌏

NRI families managing India assets remotely and efficiently

NRIs and OCIs with Indian investments, property, and family members. We handle FEMA compliance, NRE/NRO optimisation, and repatriation.

💰

Escaping commission-driven advice for genuinely independent counsel

HNIs who suspect their current advisors have conflicts of interest. We audit, reveal, and replace with 100% fee-based, conflict-free advisory.

Does your situation resonate? Talk to us →

Our Team

Advisors with the depth of
CA expertise & family trust

CA Ujjwal Sainani

Founding & Managing Partner

A Chartered Accountant with 15+ years of experience spanning management consulting, entrepreneurship, and family wealth advisory. Has built and operationalised a group of schools, evolved a family business consulting practice, managed manufacturing operations, and run a wealth management practice — bringing rare multi-dimensional experience to family office advisory.

Management Consulting

Group of Schools — Founder

Family Business Consulting

Manufacturing & Wealth Management

Jyoti Saluja

Principal Advisor

BE Computer Science and MBA Finance from Pune University, with wide and rich experience across the education and finance sectors. Specialises in early financial planning for HNI families across North India, helping families build the right foundations for long-term wealth management.

Education Sector Leadership

HNI Financial Planning — North India

Early-Stage Wealth Advisory

CA Rahul Singla

VP — Tax & Estate Planning

A Chartered Accountant with a practice spanning Delhi, Mumbai, Siliguri and Ahmedabad. Brings wide experience across the full wealth lifecycle of Indian families — from accumulation and tax planning through to succession and estate structuring — understanding the distinct advisory needs at each stage.

CA Practice — Delhi, Mumbai, Siliguri, Ahmedabad

Family Wealth Lifecycle Advisory

Tax, Trusts & Estate Structuring

CA Rohit Gupta

VP — Investments & Alternatives

A Chartered Accountant with 15 years in family business across manufacturing and distributorships for leading MNCs in Madhya Pradesh. Brings first-hand experience of managing significant family wealth across equity, debt, real estate and commodities — advising from the perspective of someone who has lived the challenges families face.

Manufacturing & MNC Distributorships — M.P.

Family Wealth — Equity, Debt, Real Estate, Commodities

15 Years Family Business Leadership

From Our Desk

Insights on Wealth,
Family & Legacy

Perspectives from our CA-led advisory team on the topics that matter most to India's wealth-creating families.

16 Jun 2026

7 min read

The $1.5 Trillion Question: Why Indian Family Offices Are Growing So Fast

Family offices in India have grown from 45 to nearly 300 since 2018. Behind that growth is a $1.5 trillion wealth transfer already underway.

CA Ujjwal Sainani

Founding & Managing Partner

17 Jun 2026

6 min read

Is the HUF Still Relevant in 2026? A Visual Guide to What Changed

With the new tax regime now default for HUFs, families are asking if the structure still makes sense. Here is what changed and what still works.

CA Rahul Singla

VP — Tax & Estate Planning

18 Jun 2026

7 min read

Co-Investing: How Indian Family Offices Are Getting Closer to Private Deals

Family offices are moving from passive LP positions to co-investing directly alongside PE and VC funds. Here is what it means and the risks involved.

CRG

CA Rohit Gupta

VP — Investments & Alternatives

19 Jun 2026

7 min read

India Will Have 19,000 UHNW Individuals by 2029. Is Your Family on Track?

India's ultra-high-net-worth population is projected to grow 50% by 2029. Here is the journey from HNI to UHNI, stage by stage.

CA Ujjwal Sainani

Founding & Managing Partner

20 Jun 2026

6 min read

The Family Meeting That Changes Everything — And Why Families Avoid It

Every family eventually has this conversation about wealth, roles, and succession. Here is what it covers, who should attend, and why it matters.

Jyoti Saluja

Principal Advisor

2 Jun 2026

8 min read

India's ₹108 Lakh Crore Wealth Transfer: Are Families Ready?

India is on the cusp of the largest intergenerational wealth transfer in its history. Most families are completely unprepared for it.

CA Ujjwal Sainani

Founding & Managing Partner

3 Jun 2026

9 min read

Why Indian Family Offices Are Moving Into Private Equity in 2026

Indian family offices are shifting from passive portfolios to private equity. Here is the opportunity — and the risks — before you participate.

CRG

CA Rohit Gupta

VP — Investments & Alternatives

4 Jun 2026

10 min read

NRI Estate Planning India 2026: What Every NRI Family Must Do Now

Budget 2026 changed the rules for NRIs with Indian assets. If you have no estate plan, the cost of inaction is rising every year.

CA Rahul Singla

VP — Tax & Estate Planning

5 Jun 2026

8 min read

Family Governance: How Indian Families Prevent Wealth Disputes Before They Start

Most Indian family disputes are not about money. They are about conversations that were always meant to happen later.

Jyoti Saluja

Principal Advisor

6 Jun 2026

9 min read

The 2026 Asset Allocation Blueprint for Indian Family Offices

35% public markets. 25% alternatives. 20% real estate. 10% global. Here is the rationale behind the new family office allocation model.

CRG

CA Rohit Gupta

VP — Investments & Alternatives

26 May 2026

8 min read

The RBI Cut Rates 125 Basis Points. Here Is What HNI Families Should Actually Do Now.

The repo rate sits at 5.25%. Most advisors are telling you markets are well-positioned. This article tells you what to actually do with your portfolio.

CA Ujjwal Sainani

Founding & Managing Partner

26 May 2026

10 min read

HUF vs Private Family Trust: Which Structure Is Right for Your Family in 2026?

Both can save tax. Both can protect wealth. But they do very different things — and confusing them is one of the most expensive mistakes Indian families make.

CA Rahul Singla

VP — Tax & Estate Planning

26 May 2026

7 min read

India Now Has Nearly 300 Family Offices. Here Is What HNI Families Need to Know.

The number of family offices in India has grown six-fold in eight years. Not all of them are what they claim to be. How to read the landscape.

CA Ujjwal Sainani

Founding & Managing Partner

26 May 2026

9 min read

Concentrated Wealth: When Having Too Much in One Place Becomes Your Biggest Risk

Most Indian HNI families built wealth through concentration — one business, one stock. That same concentration is now the greatest threat to what they have built.

CRG

CA Rohit Gupta

VP — Investments & Alternatives

26 May 2026

8 min read

Preparing the Next Generation for Inherited Wealth: A Framework That Actually Works

Only 7% of Indian business heirs are reportedly ready to step into wealth responsibility. The problem is not the children — it is the absence of a deliberate framework.

Jyoti Saluja

Principal Advisor

15 May 2025

8 min read

What is a Family Office? A Complete Guide for India's HNI Families

As wealth grows, so does complexity. Here is why India's most accomplished families are turning to the family office model.

CA Ujjwal Sainani

Founding & Managing Partner

10 May 2025

10 min read

Succession Planning for Business Families in India: A Practical Framework

Only 30% of family businesses survive to the second generation. Here is how to be in that 30%.

CA Rahul Singla

VP — Tax & Estate Planning

5 May 2025

9 min read

Private Family Trusts in India: How They Work and Why You Need One

A family trust is one of the most powerful tools for wealth preservation, tax efficiency, and generational transfer.

CA Ujjwal Sainani

Founding & Managing Partner

Last updated: May 2025

1. Who We Are

NextGen Family Office Services LLP (LLPIN: AAL-9211) is a Chartered Accountant-led independent family office advisory practice with offices in Delhi NCR and Indore.

2. Information We Collect

Name, email, phone number
Financial information shared during consultations
Information from our website contact form

3. How We Use It

To respond to enquiries and provide advisory services
To send updates you have consented to
To comply with legal obligations

4. Information Sharing

We do not sell your information. Sharing only with trusted service providers under strict confidentiality, or where required by law.

5. Data Security

We implement appropriate measures to protect your information against unauthorised access.

6. Your Rights

You may access, correct, or request deletion of your data by contacting contact@nextgenfamilyoffice.in.

Disclaimer

Please read carefully

1. Nature of Services

NextGen Family Office Services LLP is a Chartered Accountant-led independent advisory practice providing fee-based family office advisory. We are not a SEBI-registered investment adviser or stockbroker.

2. Not Investment Advice

Content on this website is for informational purposes only and does not constitute an offer, solicitation, or advice to buy or sell any security or investment product.

3. No Guarantee of Returns

Investments are subject to market risks. Past performance is not indicative of future results.

4. Limitation of Liability

To the fullest extent permitted by law, NextGen Family Office Services LLP shall not be liable for any loss arising from reliance on information on this website.

5. Jurisdiction

This disclaimer is governed by the laws of India. Disputes shall be subject to the jurisdiction of courts in Indore, Madhya Pradesh.

Building Wealth
For Generations

Situations we help families
navigate

Advisors with the depth of
CA expertise & family trust

Insights on Wealth,
Family & Legacy

Begin with a personalised
portfolio review

1. Who We Are

2. Information We Collect

3. How We Use It

4. Information Sharing

5. Data Security

6. Your Rights

1. Nature of Services

2. Not Investment Advice

3. No Guarantee of Returns

4. Limitation of Liability

5. Jurisdiction

1. Acceptance

2. Use of Website

3. Intellectual Property

4. No Advisory Relationship

5. Governing Law

Contact Us

Resolution Timeline

Escalation

Confidentiality

Building WealthFor Generations

Situations we help familiesnavigate

Advisors with the depth ofCA expertise & family trust

Insights on Wealth,Family & Legacy

Begin with a personalisedportfolio review

1. Who We Are

2. Information We Collect

3. How We Use It

4. Information Sharing

5. Data Security

6. Your Rights

1. Nature of Services

2. Not Investment Advice

3. No Guarantee of Returns

4. Limitation of Liability

5. Jurisdiction

1. Acceptance

2. Use of Website

3. Intellectual Property

4. No Advisory Relationship

5. Governing Law

Contact Us

Resolution Timeline

Escalation

Confidentiality

Building Wealth
For Generations

Situations we help families
navigate

Advisors with the depth of
CA expertise & family trust

Insights on Wealth,
Family & Legacy

Begin with a personalised
portfolio review