Asset Vantage participated as a Professional Partner at Campden Family Connect’s 11th Indian Families in Business Forum in New Delhi. Built around the theme “Building Meaningful Legacy Across Generations,” the forum brought together family enterprise leaders, next-generation members, family office principals, and private investors for conversations on succession, governance, continuity, innovation, and long-term legacy.

As part of the forum, Sunil K. Dalal, Founder & Chairman, UNIDEL Group, led a session titled “The Iceberg Effect – Impact of AI on Wealth & Business.” The session explored how AI is reshaping the way families think about wealth, data, and decision-making, while highlighting the risks of fragmented, scattered, and unstructured data across family offices and business operations.

The discussion focused on a critical question for family businesses: are families truly AI-ready? Sunil highlighted that embedding AI into research, reporting, and planning requires more than technology adoption. It requires strong data foundations, clear ownership, governance, and visibility to reduce the risk of flawed insights, compliance exposure, and loss of institutional knowledge.