13th Indian Family Office Summit 2025
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
More speakers to be announced shortly
Agenda
08:00
Registration
09:00
Opening Remarks
09:30
Evolution of Family Offices in India: Trends & Best Practices
10:15
Evolving Investment Landscape for 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
Succession Case Study: Muthoot Family: Preparing Daughters to Take Over
Confirmed:
N Krishnan, Family Business Advisor (Session Chair)
Tina Muthoot, Executive Director, Muthoot Capital Services
15:40
Break
16:00
NextGen Family Entrepreneurs: Innovation, Legacy, and Transformative Strategies
16:45
Selecting the Right Service Provider for your Family Office
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
(Summit + SFO Workshop)
Till April 30: INR 70,000
From May 1 to May 31: INR 80,000
From June 1 to June 12: INR 90,000
(Summit + FO Leaders Cohort)
Till April 30: INR 2,00,000
From May 1 to May 31: INR 2,50,000
From June 1 to June 12: INR 3,00,000
(Only Summit)
From May 1 to May 31: INR 25,000
From June 1 to June 12: INR 30,000
Family Enterprises( INR 70,000 )Only for UHNW Family Members who are looking to set up a Single Family Office
- Mainstage Sessions
- Pre-Event Masterclasses
- Lunch
- Networking Cocktail & Dinner (June 13)
- Registration in Build your Single Family Office: Design & Strategy Workshop (June 13-14)
Advisors & Consultants( INR 2,00,000 )Individuals who are keen to build a career in Family Office domain
- Mainstage Sessions
- Pre-Event Masterclasses
- Registration in Family Office Advisors Program
- Lunch
- Registration in Family Office Leaders Cohort 2025 (July - December)
Delegate( INR 20,000 )For Everyone
- Mainstage Sessions
- Pre-Event Masterclasses
- Registration in Family Office Advisors Program
- Lunch
Fee mentioned is exclusive 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.
