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Family Office Advisors Program (FOA)

Program Format: Virtual, Self-paced

Program Fee: INR 5,900

The program fee includes
- Session recordings
- Family office handbook (soft copy)
- Instructor PPTs
- Self-paced assignments
- Close peer group for case study discussions
- Program completion certificate

Enquire Here

Equalifi’s Family Office Advisors 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

Learning Methodology

To earn program completion certificate for Family Office Advisors Program:
Watch the video lectures, refer to the study material and complete the assignments to earn the program completion certificate.

For round-the-year knowledge and insights:
Engage with other program participants regularly to discuss various issues and industry updates on Family Offices.

Listen to our Faculty

Session	Topic	Faculty
1	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	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	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	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	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 Edelweiss
6	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 Partner Deloitte Haskins & Sells LLP
7	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	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	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	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 Avendus