Virtual Family Office Advisor (FOA)- Cohort II

Program Dates: June 12, 2023 - June 22, 2023

Venue: Virtual & In-Person

Program Fee: (Inclusive of GST) INR 29,500

The program fee includes

- Live online sessions
- Complimentary access to all sessions of FOA Cohort I
- Pass to Priwexus's inaugural VFO Summit on June 9 in Mumbai
- Family Office Book
- Instructor PPTs
- Self-paced assignments
- Equalifi Virtual Membership fee (for 1 year)
- Exam Fee (1 attempt)


Equalifi’s Virtual Family Office Advisor Cohort 2 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 Virtual Family Office Advisor (VFO)- Cohort II

To attend the FOA information session, please click here


 

Session Date Day Time Topic Faculty
1 June 12 Monday 4 pm- 5.30 pm Cohort Launch & Introduction to Family Offices
(Online Session)

  • 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
  • Priwexus VFO
Aditya Gadge
Founder
Equalifi | Priwexus
Co-Author- “Family Office” STEP Handbook
2 June 14 Wednesday  8 pm- 9 pm

Family Governance and Dynamics (Online Session)

  • 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
3 June 15 Thursday  4 pm- 5.30 pm Succession Planning (Online Session)

  • 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 June 16 Friday  4 pm- 5.30 pm Generating Alpha for Generations through a Family Office

  • How wealth transition works
  • Woes of the rich
  • Qualitative assets of the family
  • Benchmarking success
  • 100-year generative family enterprises
Philippe J. Weil
Founder
P.J.Weil Ltd
5 June 19 Monday  4 pm- 5.30 pm

Understanding Asset Allocation of Family Offices (Online Session)

  • 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

6 June 20 Tuesday  4 pm- 5.30 pm Family Office: Income-tax and Regulatory Considerations (Online Session)

  • Alternate structures for setting up a Family Office, key Income-tax considerations
  • Offshore Family Office, key Income-tax and FEMA considerations
K T Chandy
India co-leader
EY Private TaxSurabhi Marwah
India co-leader
EY Private Tax
7 June 22 Thursday  9 am- 5 pm
VFO Summit 2023 ( In-person in Mumbai)
TBA

Aditya Gadge

Founder Equalifi
Priwexus Co-Author- “Family Office” STEP
Equalifi

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K T Chandy

India co-leader
EY Private Tax

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N Krishnan

Family Business Advisor

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Philippe J. Weil

Founder
P.J.Weil Ltd

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Surabhi Marwah

India co-leader
EY Private Tax

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Tariq Aboobaker

Managing Director
Amicorp Trustees (India)

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