Only 2.3% of ultra-high-net-worth business-owning families are fully prepared for the sale or transfer of their companies, highlighting a succession gap that wealth, professional advisers and access to capital have failed to close.
The challenge is not confined to valuation or deal execution. Julius Baer–EY’s Family Barometer Report 2026 shows that 65.9% of families believe the next generation is not yet ready, while emotional attachment, informal decision-making and weak family governance continue to complicate the transition. For India’s business families, the hardest part may not be transferring ownership—but preparing the family to decide what comes next.
