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Family Office Advisors Program (FOA)- Cohort III

Program Dates: February 17, 2024 - April 20, 2024

Venue: Virtual

Program Fee:

For Equalifi Members INR 23,600
For Non-Members INR 35,400

The program fee includes

- Live online sessions
- Access to session recordings for 1 year
- Exclusive opportunity to join the Priwexus VFO Advisors Community
- Instructor PPTs
- Self-paced assignments
- Participation Certificate
- Monthly Case Study Discussions for 1 year (Virtual)
- 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	February 17	Saturday	9 am- 10.30 am	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
2	February 18	Sunday	10.30 am- 12.00 pm	Managing a Single Family Office (Virtual) Considerations when establishing a Family Office 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	Amol Sathe Head – Global Investments Mephezalea (A Single Family Office)
3	February 24	Saturday	9 am- 10.30 am	Succession Planning (Virtual) Transition management Grooming the next generation(s) Educating and training future family leaders Intergenerational or multi-generational planning? Distribution or growth?	Neeraj Aggarwal Commercial Director Vistra ITCL (India) Limited
4	February 25	Sunday	9 am- 10.30 am	Alternative Residence and Citizenship Solutions Residence & Citizenship Citizenship by descent Real Estate Education Concierge Ancillary services	Rohit Bhardwaj Country Head- India & Director, Private Clients Henley & Partners
5	March 3	Sunday	9 am- 10.30 am	Family Office: Income-tax and Regulatory Considerations (Virtual) Alternate structures for setting up a Family Office, key Income-tax considerations Offshore Family Office, key Income-tax and FEMA considerations	Parthiv Kamdar Partner Deloitte
6	March 10	Sunday	9 am- 10.30 am	Managing Complexities of Multi-Generational Families (Virtual) 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	Priyanka Srivastava Vice President – Family Office Vikas Poddar Family Office
7	March 16	Saturday	9 am- 10.30 am	Understanding Asset Allocation of Family Offices (Virtual) 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	Saurav Lugria Sr. Vice President – Multi-Family Office Spark PWM
8	March 23	Saturday	9 am- 10.30 am	The Dos and Don’ts of working for UHNW and high-profile families Confidentiality Professionalism Being an extension of the family Adaptability Anticipating Needs Attention to Details Cultural Sensitivity Effective Communication	Sonu Bhasin Family Business Historian; Independent Director, Business Author, Founder & Editor Chief- Families & Business Magazine
9	March 24	Saturday	9 am- 10.30 am	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	Prasad Kumar (TBC) Founder & Family Business Advisor Human Endeavour
10	March 30	Saturday	9 am- 10.30 am	Family Office Technology (Virtual) Technology Selection Vendor Management Data Selection	Nikhil Golatkar (TBC) Founding Partner Centricity Wealthtech
	April 1 to April 20			Program Assignment
11	April 20 (TBC)	Saturday	10 am- 5 pm	Family Office Case Studies (In-Person in Mumbai) 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.	Philippe J Weil Founder, P J Weil Ltd. (Israel) Global Family Business Coach & Author