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
Speakers
More speakers to be announced shortly
Agenda
08:00
Registration
09:00
Opening Remarks
Confirmed:
Aditya Gadge, Founder, Priwexus | Eqclique | Equalifi
09:30
Evolution of Single Family Offices in India: Trends & Best Practices
10:15
Evolving Investment Landscape for Family Offices
Confirmed:
Amol Sathe, Head – Global Investments, Mephezalea (A Single Family Office)
Vishesh Narang, Head-Family Office, UKPI (Promoter of Berger Paints India Group)
Sheela Kulkarni, Director, Public Policy, World Gold Council
Vaibhav Sanghavi, CEO, ASK Hedge Solutions
11:00
Break
11:20
Family Governance & Decision-Making Structures
12:00
NextGen Family Entrepreneurs: Innovation, Legacy, and Transformative Strategies
Confirmed:
Sougata Ray, Professor & Executive Director, Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business (Session Chair)
12:45
Felicitation Ceremony - Indian Family Office Thought Leaders 2025
(Presented by Multi-Act)
13:00
Lunch
14:00
Philanthropy & Social Impact: Building a Legacy Beyond Wealth
14:30
Priwexus VFO Showcase I
14:50
Priwexus VFO Showcase II
15:10
Succession Case Study: Muthoot Family: Preparing Daughters to Take Over
Confirmed:
N Krishnan, Family Business Advisor (Session Chair)
Suzannah Muthoot, Executive Director, Muthoot Housing Finance
Tina Muthoot, Executive Director, Muthoot Capital Services
15:40
Break
16:00
Fireside Chat: Dynasties in Transition
16:30
Fireside chat: First Generation Single Family Office
17:00
Priwexus Virtual Family Office Blueprint for Advisors
17:30
End of Conference
*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.
Agenda
Partners
Presenting Partner
Awards Partner
Investment Partner
Gold Partner
Silver Partner
Ecosystem Partner
Organizing Committee
Event Registration
(Summit + SFO Workshop)
Till May 31: INR 94,400
From June 1 to June 12: INR 1,06,200
(Summit + FO Leaders Cohort)
Till May 31: INR 94,400
From June 1 to June 12: INR 1,06,200
(Only Summit)
From June 1 to June 12: INR 35,400
Family Enterprises( INR 94,400 )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)
Advisor Pass( INR 94,400 )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 29,500 )For Everyone
- Mainstage Sessions
- Pre-Event Masterclasses
- Registration in Family Office Advisors Program
- Lunch
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.
