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)


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 2 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
Senior Vice President
Spark PWM
6 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
7  March 9 Saturday 9 am- 10.30 am

Family Office Technology (Virtual)

  • Technology Selection
  • Vendor Management
  • Data Selection
Nikhil Golatkar (TBC)
Founding Partner
Centricity Wealthtech
8 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
9 March 16 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 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
April 10 to April 19

Program Assignment

11 April 6 to 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

Aditya Gadge

Founder
Equalifi | Priwexus

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Amol Sathe

Head - Global Investments
Mephezalea (A Single Family Office)

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Priyanka Srivastava

Vice President - Family Office
Vikas Poddar Family Office

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Neeraj Aggarwal

Commercial Director
Vistra ITCL (India) Limited

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Nikhil Golatkar (TBC)

Founding Partner
Centricity Wealthtech

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Parthiv Kamdar

Partner
Deloitte

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Philippe J Weil

Founder, P J Weil Ltd. (Israel)
Global Family Business Coach & Author

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Prasad Kumar (TBC)

Founder & Family Business Advisor
Human Endeavour

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Rohit Bhardwaj

Country Head- India & Director, Private Clients
Henley & Partners

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Saurav Lugria

Senior Vice President
Spark PWM

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Sonu Bhasin

Family Business Historian; Independent Director, Business Author, Founder & Editor
Chief- Families & Business Magazine

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