Family Office Advisors Bootcamp
The Family Office Advisors Bootcamp 2024, taking place on 17th December 2024 in Mumbai, is a specialized program designed for advisors and firms serving family offices or ultra-high-net-worth individuals (UHNIs). This bootcamp focuses on providing the knowledge and tools required to build, manage, and sustain multi-generational family offices, ensuring long-term legacy and wealth preservation.
As family offices continue to evolve in complexity, advisors play a critical role in guiding families through the intricacies of wealth management, estate structuring, risk management, and governance. This bootcamp aims to empower participants with deep, practical insights into these core areas, along with emerging trends in illiquid assets, alternative investments, and technology integration.
The bootcamp is particularly valuable for advisors seeking to become “specialist-generalists”—those who combine in-depth expertise in specific areas with broad, cross-disciplinary knowledge necessary to meet the complex needs of family offices. Sessions on governance and family dynamics will also address the sensitive and often challenging task of managing family relationships, ensuring open communication, and maintaining effective governance across generations.
- Understanding Family Office Structures: Different types of family offices exist, from single-family offices serving one wealthy family to multi-family offices serving several.
- Wealth Management Strategies: Advisers would learn about investment strategies tailored to the needs of wealthy families, including asset allocation, risk management, and alternative investments.
- Estate Planning and Wealth Transfer: This could include topics like wills, trusts, charitable giving, and tax-efficient strategies for passing wealth to future generations.
- Governance and Family Dynamics: Since family offices often deal with complex family dynamics, the bootcamp might cover conflict resolution, communication strategies, and establishing family constitutions or charters.
- Legal and Regulatory Considerations: Participants would learn about relevant laws and regulations governing family offices, including compliance requirements and best practices for staying within legal boundaries.
- Philanthropy and Impact Investing: Many wealthy families are interested in giving back to society or investing in socially responsible projects. Advisers would learn about incorporating philanthropy and impact investing into wealth management strategies.
- Technology and Innovation: Familiarity with the latest technology tools and platforms used in financial services would likely be covered, including software for portfolio management, risk analysis, and client communication.
- Networking and Relationship Building: Building relationships with clients and other professionals in the industry is crucial for success in advising family offices. The bootcamp might provide opportunities for networking and mentorship.
The Family Office Advisors Bootcamp would aim to equip participants with the knowledge and skills needed to effectively serve the unique needs of wealthy families and their multifaceted financial affairs.
Agenda
09:00
Registration
09:30
Family Office Advisors 2025 Cohort Launch
Confirmed:
Aditya Gadge, Founder, Equalifi | Priwexus
10:00
The complexity of Multi-Generational Families
Confirmed:
Dennis Jaffe, Author & Senior Research Fellow, BanyanGlobal Family Business Advisors
11:30
Break
12:00
Leveraging Global Investment Opportunities for UHNW Families
Inviting:
Janiy Shah, Co-Founder, Eqclique
12:45
Family Office Service Provider Showcase
13:00
Lunch
14:00
Developing yourself to lead a Single Family Office
14:45
Integrating Multi-Disciplinary Teams in your Family Office advisory practice
Inviting:
Kartik Kini, Chief Operating Officer & Brand Custodian, Waterfield Advisors
15:30
Break
15:45
Using Technology & AI to boost your Family Office Advising Practice
Inviting:
Bhavesh Vyas, Head- Digitization, ASK Wealth
16:30
Wealth Planning, Legacy, and Estate Structuring
Confirmed:
Tariq Aboobaker, Chief Executive Officer, NEO Trusteeship Services
17:30
End of Day
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Supporting Partner
Investment Partner
