13th Indian Family Office Summit 2025-26

Equalifi’s Indian Family Office Summit (IFOS) has established itself as the premier platform for thought leadership, networking, and collaboration among family offices, ultra-high-net-worth individuals (UHNWIs), and investment professionals. Now in its 13th edition, the summit continues to evolve, addressing the dynamic landscape of family wealth management in India and beyond.

Navigating the Future of Family Wealth

As India witnesses a generational transition of wealth, the 2025 edition of the summit will focus on strategies to future-proof family offices in an era of digital transformation, sustainability, and global economic shifts. The discussions will encompass investment trends, succession planning, governance structures, impact investing, and the role of technology in family wealth management.

IFOS25 will feature keynote addresses, panel discussions, fireside chats, and exclusive roundtables to foster peer-to-peer learning and strategic collaborations. A dedicated networking lounge will facilitate private discussions and deal-making opportunities.

IFOS25 will serve as a pivotal forum for navigating the complexities of wealth management in a rapidly evolving global landscape. With a focus on innovation, sustainability, and governance, the summit aims to empower family offices with the knowledge and connections to sustain and grow their legacy for generations to come.

Objectives

  • Knowledge Sharing: Provide insights into emerging trends in family office structures, alternative investments, philanthropy, and next-generation engagement.
  • Networking & Collaboration: Facilitate meaningful interactions among family principals, advisors, and industry experts.
  • Strategic Insights: Explore regulatory developments, risk management strategies, and innovative approaches to wealth preservation and growth.
  • Technology & Innovation: Assess the impact of fintech, AI, and blockchain on wealth management.

Target Audience

  • Single & Multi-Family Offices
  • UHNWIs & Next-Gen Leaders
  • Wealth & Asset Managers
  • Investment Advisors & Legal Experts
  • Philanthropy & Impact Investment Specialists
  • Technology & Fintech Innovators

Speakers

Agenda



08:00

Registration



09:00

Opening Remarks



09:30

Evolution of Family Offices in India: Trends & Best Practices



10:15

Global Economic Trends & Their Impact on Indian Family Offices



11:00

Break



11:30

Family Governance & Decision-Making Structures



12:15

Offshore vs Onshore Family Office- The Right One for You



12:45

Felicitation Ceremony - Indian Family Office Thought Leaders 2025



13:00

Lunch



14:00

Philanthropy & Social Impact: Building a Legacy Beyond Wealth



14:30

Cybersecurity & Data Protection in Family Wealth Management



15:00

The Rise of Women Leaders in Family Offices



15:30

Break



16:00

NextGen Family Entrepreneurs: Innovation, Legacy, and Transformative Strategies



16:45

Succession Planning: Preparing the Next Generation

Confirmed:
Nupur Pavan Bang
, Director cum Dean ICAI’s Centre of Excellence, Hyderabad



17:30

End of Conference

*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.

Agenda

Organizing Committee

Event Registration

Family Enterprises/ Private Investors
Till April 30: INR 59,000
From May 1- May 31: INR 64,900
From June -June 12: INR 70,800
Advisors/ Service Providers
Till April 30: INR 70,800
From May 1- May 31: INR 94,400
From June -June 12: INR 1,18,000
Delegate Pass
Till April 30: INR 17,700
From May 1- May 31: INR 23,600
From June -June 12: INR 29,500

Charter Member PassComplimentary

  • Mainstage Sessions
  • Pre-Event Masterclasses
  • Registration in Family Office Advisors Program
  • Lunch

Family Enterprises/ Private Investors( INR 59,000 )

  • Mainstage Sessions
  • Pre-Event Masterclasses
  • Lunch
  • Registration in Emerging Single Family Offices Cohort (June-August, 2025)
  • Networking Cocktail & Dinner (June 11)

Advisors/ Service Providers( INR 70,800 )

  • Mainstage Sessions
  • Pre-Event Masterclasses
  • Registration in Family Office Advisors Program
  • Lunch
  • Registration in Emerging Family Office Advisors (July- December) 2025 Cohort
  • Networking Cocktail & Dinner (June 12)

Delegate Pass( INR 17,700 )

  • Mainstage Sessions
  • Pre-Event Masterclasses
  • Registration in Family Office Advisors Program
  • Lunch