Family Office Advisors Program (FOA)

Program Dates: August 16, 2022 - September 10, 2022

Venue: Virtual & In-Person

Program Fee: INR 41,300 (Inclusive of GST)

The program fee includes

- Live online sessions
- Access to session recordings for 1 year
- Family Office Handbook (Hard Copy)
- Instructor PPTs
- Self-paced assignments
- Assessment Fee for Certificate in Family Office Advising
- Monthly Case Study Discussions for 1 year (Virtual)
- Equalifi Professional Membership fee (1 year)
- Full-day, in-person session (Mumbai)

Equalifi’s Family Office Advisor Program is tailored for industry practitioners who wish to have practical and in-depth understanding of family offices, especially in the Indian context. This program will equip wealth advisors and family office professionals with the qualitative skills needed to meet the demands of increasingly complex client relationships.

Participants will learn core knowledge, capabilities, tools and insights to support their clients in managing multi or single-family offices operations.

Who Should Attend

· Multi and Single-Family Office Representatives

· Wealth Planning Professionals

· Private Bankers and Client Relationship Managers handling UHNW and Family Office Segment

· Family Trust Consultants

· Private Client Practice Professionals including lawyers and accountants

· External Asset Management Professionals

· Financial Planners

Listen to our Faculty

What to Expect

A fast-paced learning approach with a cohort of peer advisors and family office professionals that begins with 9 virtual prep sessions, followed by a one day in-person intensive case study solving session and networking meet (in Mumbai), and concludes with a virtual assessment.

Information Session on Family Office Advisors Program

Thursday, August 11 ( 3 pm- 4 pm)
To attend the FOA information session, please click here

Session Date Day Time Topic Faculty
 1 August 16 Tuesday 5pm -6:30pm Cohort Launch & Introduction to Family Offices (Virtual)

  • What is a Family Office?
  • Evolution of the Family Office concept
  • History and origins
  • Typical objectives and structures
  • Overview of different operating models: single family office, boutique multi family office, financial services multi family office and wealth manager
  • Current issues and challenges
  • The future – the changing role of the family office
Aditya Gadge
Founder, Equalifi & Priwexus
Co-Author, “Family Office” STEP Handbook
2 August 18 Thursday 5 pm -6:30 pm Managing the Single Family Office (Virtual)


  • The “make” or “buy” decision
  • Considerations when establishing a Family Office
  • Multiple family office vs private bank
  • Selecting advisors
  • Managing advisor networks – coordination and collaboration
  • The role of technology
  • Cost management
  • Risk management – wealth preservation and protection
  • Asset protection
  • Dealing with investments of passion
  • Behavioural and emotional aspects to investment decision making
Nitai Utkarsh
Lead – Investment Strategy
Hero Motocorp LTD
3 August 22 Monday 5 pm -6:30 pm Succession Planning (Virtual)

  • Transition management
  • Grooming the next generation(s)
  • Educating and training future family leaders
  • Intergenerational or multi-generational planning?
  • Distribution or growth?
Tariq Aboobaker
Managing Director
Amicorp Trustees (India)
4 August 24 Wednesday 5 pm -6:30 pm An Overview of the Services of a Multi-Family Office (Virtual)


  • Investment strategy and asset allocation
  • Implementation and monitoring the portfolio management process
  • Access to alternative assets – special considerations for Family Offices
  • Tax management and advisory
  • Cash flow management and budgeting
  • Wealth structuring and fiduciary services
  • Multigenerational wealth transfer and succession planning
  • Financial planning and advisory
  • Philanthropy
  • Family Dispute Resolution
  • Residence and citizenship planning
  • Managing the Family Businesses
  • Legal support
  • Reputation management
  • Bookkeeping
  • Concierge
  • Luxury Assets
Soumya Rajan
Founder & CEO
Waterfield Advisors
5 August 26 Friday 5 pm -6:30 pm

Understanding Asset Allocation of Family Offices

  • Essential elements
  • The investment management process
  • The risks and rewards of Asset Allocation
  • The “process”
  • Types of asset allocation: strategic and tactical
  • Risk and return
  • Rebalancing and reallocation
  • Relationship with other investment disciplines
  • Portfolio Construction
  • Alpha generation
Rakesh Udyawar
Associate Director- Private Wealth
6 August 29 Monday 5 pm -6:30 pm

Family Office: Income-tax and Regulatory Considerations

  • Alternate structures for setting up a Family Office, key Income-tax considerations
  • Offshore Family Office, key Income-tax and FEMA considerations
Vijay Dhingra
Deloitte Haskins & Sells LLP
7 August 31 Wednesday 5 pm -6:30 pm

Alignment of Family Values, Goals & Culture with Family Office

  • How family office investing is different from HNI investing
  • Taking care in individual family member needs, preferences and values
  • Long-term orientation
  • Philanthropic needs
  • Financial & social security of each family member
Nupur Pavan Bang
Associate Director, Thomas Schmidheiny Centre for Family Enterprise
Indian School of Business
8 September 2 Friday 5 pm -6:30 pm

Managing Complexities of Multi-Generational Families

  • Developing new sources of knowledge
  • Understanding Family Systems & Values
  • Building Trust
  • Strengthen working relationships with the next generation
  • Understanding of the stages of organizational change and its impact on the family
  • Developing new sources of knowledge
  • The “globalization” of the high-net-worth family
Gautami Gavankar
Chief Executive Officer
Kotak Mahindra Trusteeship Services
9 September 6 Tuesday 5 pm – 6:30 pm Family Governance and Dynamics (Virtual)

  • The Family Constitution – formal or informal?
  • Structure and governance mechanisms
  • Performance Measurement and reward systems
  • How motivated are family members?
  • Dealing with “complex family structures”
  • Conflict Management
Dr. Krishnan N.
Family Business Advisor
10 September 10 Saturday 9 am -5 pm

Family Office Case Studies (In-Person)

  • Connect with your cohort in-person to discuss family office case studies, discuss progress towards your personal development plan, share learnings, and explore solutions to challenges you are facing.
Ashvini Chopra
ED & Head- Family Office

Aditya Gadge

Founder & CEO

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Ashvini Chopra

Executive Director
Avendus Wealth Management

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Gautami Gavankar

Chief Executive Officer
Kotak Mahindra Trusteeship Services

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N Krishnan

Family Business Advisor

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Nitai Utkarsh

Lead – Investment Strategy
Hero Motocorp LTD

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Nupur Pavan Bang

Associate Director, Thomas Schmidheiny Centre for Family Enterprise
Indian School of Business

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Rakesh Udyawar

Associate Director, Private Wealth
Edelweiss Wealth Management

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Soumya Rajan

Founder & CEO
Waterfield Advisors Private Limited

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Tariq Aboobaker

Managing Director
Amicorp Trustees India

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Vijay Dhingra

Deloitte Haskins & Sells LLP

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Supporting Partners