Program Dates: June 12, 2023 - June 22, 2023
Venue: Virtual & In-Person
Fee: (Inclusive of GST)
Till May 31: INR 35,400
From June 1- June 22: INR 47,200
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
|1||June 12||Monday||4 pm- 5.30 pm||Cohort Launch & Introduction to Family Offices
Equalifi | Priwexus
Co-Author- “Family Office” STEP Handbook
|2||June 13||Tuesday||4 pm- 5.30 pm||Single Family Office vs. Multi-Family Office (Online Session)
Lead – Investment Strategy
Hero Motocorp Ltd.
|3||June 15||Thursday||4 pm- 5.30 pm||Succession Planning (Online Session)
Amicorp Trustees (India)
|4||June 16||Friday||4 pm- 5.30 pm||Understanding Asset Allocation of Family Offices (Online Session)
President & Head
|5||June 19||Monday||4 pm- 5.30 pm||
Family Governance and Dynamics (Online Session)
|Dr. Krishnan N.
Family Business Advisor
|6||June 20||Tuesday||4 pm- 5.30 pm||Family Office: Income-tax and Regulatory Considerations (Online Session)
|7||June 22||Thursday||9 am- 5 pm||
VFO Summit 2023 ( In-person in Mumbai)
Priwexus Co-Author- “Family Office” STEP
EY Private Tax
Family Business Advisor