Family Business Advisors Bootcamp
Equalifi’s Family Business Advisors Bootcamp is a focussed learning initiative dedicated to empowering professionals serving family businesses and family offices. The bootcamp is designed as a practical, one-day program, bringing together leading experts to address the evolving challenges and opportunities in family wealth management, governance, succession, and intergenerational legacy.
Objective:
To equip advisors, wealth managers, and professionals with advanced knowledge and actionable tools to help families establish, sustain, and grow multi-generational family offices. The bootcamp supports advisors in navigating the unique complexities of family enterprises, focusing on current and next-generation needs in governance, legacy, investments, and risk.
Learning Format:
- Expert-led plenary sessions and case studies
- Practical workshops for real-world problem solving
- Interactive discussions on governance and family relationships
Intended Participants:
Family business advisors, wealth managers, lawyers, accountants, consultants, and all professionals who support UHNIs and family businesses. The bootcamp is especially valuable for those aspiring to become specialist-generalists, combining domain expertise with broad-based advisory skills.
Agenda
09:00
Registrations
09:30
Opening Remarks
Confirmed:
Aditya Gadge, Founder, Priwexus | Equalifi | Eqclique
10:00
Managing Multi-generational Family Businesses: Opportunities & Challenges
Confirmed:
Nupur Pavan Bang, Founder and Chief Family Business Navigator, Bodhi Advisory & Nurturing Group (B.A.N.G)
11:30
Tea Break
12:00
Estate structuring, succession planning, and legal frameworks
Confirmed:
Nupur Pavan Bang, Founder and Chief Family Business Navigator, Bodhi Advisory & Nurturing Group (B.A.N.G)
13:00
Lunch Break
14:00
Family governance, dynamics, and conflict resolution
Confirmed:
Nupur Pavan Bang, Founder and Chief Family Business Navigator, Bodhi Advisory & Nurturing Group (B.A.N.G)
15:30
Tea Break
16:00
Case Study Discussion & Role Play
Confirmed:
Nupur Pavan Bang, Founder and Chief Family Business Navigator, Bodhi Advisory & Nurturing Group (B.A.N.G)
17:30
Family Office Service Providers Showcase
18:00
End of Day
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Organizing Committee
Event Registration
From October 11- 17: INR 23,600
Delegate Pass
INR 11800
Fee mentioned is inclusive of GST
If you are an Equalifi Charter Member, you can avail a complimentary Delegate Pass. Please reach out to your membership manager for registration.