Virtual Family Office Advisor (FOA)- Cohort II

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

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
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)

  • 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
  • Multigenerational wealth transfer and succession planning
  • Financial planning and advisory
  • Philanthropy
  • Family Dispute Resolution
Nitai Utkarsh
Lead – Investment Strategy
Hero Motocorp Ltd.
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 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
Alok Saigal
President & Head
Nuvama Private(TBC)
5 June 19 Monday  4 pm- 5.30 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
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
Surabhi Marwah
7 June 22 Thursday  9 am- 5 pm
VFO Summit 2023 ( In-person in Mumbai)

Aditya Gadge

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

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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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Surabhi Marwah


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