13th Indian Family Office Summit
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
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
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
Till March 31: INR 17,700
From April 1- May 18: INR 23,600
From May 19-June 12: INR 29,500