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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)

Enquire Here

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 Edelweiss
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 Partner 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 Avendus