The “Family Office Leaders Cohort” is a first-of-its kind “Learner to Practitioner” initiative designed to equip current and aspiring family office professionals and advisors with the strategic knowledge, relevant tools and templates, leadership skills, global insights and industry collaborations needed to make a successful career I the family office domain.
If you are someone who wants to work with family offices (as a team member or an advisor), but does not know how to get started, this cohort is for you.
As the family office ecosystem evolves in complexity—spanning global investments, governance, succession planning, cross-border engagements and legacy stewardship—this program offers one-on-one mentoring with rigorous curriculum blending academic expertise with real-world case studies.
Participants will emerge with an enhanced ability to navigate the unique challenges of family offices and complete support of Priwexus’s family office ecosystem to get started with their family office careers while building a powerful network of peers and thought leaders.
By combining academic rigor with practical relevance, the “Family Office Leaders” program sets the standard for excellence in private wealth management education.
6-Month Long Cohort
A structured, immersive learning experience designed for professionals handling complex family wealth matters.
Comprehensive Hands-on Learning
A unique blend of virtual and in-person sessions with real-world case studies and practical applications.
Networking & Collaboration
Connect with industry leaders, family office experts, and peers to exchange insights and build long-term relationships.
Specialist Knowledge & Tools
Gain expertise in wealth succession, governance structures, family business strategies, and transgenerational asset management.
Strategic Growth & Leadership Development
Enhance your advisory capabilities and leadership skills to take on greater responsibilities in client engagements.
Strategic Growth & Leadership Development
Top-performing advisors may be empaneled by Priwexus as Family Office advisors, gaining direct access to high-net-worth families and family offices.
Family Office Setup & Advisory
Investment Advisory
Family Governance
Wealth Structuring
Tax Planning
Estate and Trust Planning
Succession Planning
Risk Management
Wealth Protection
Philanthropy & Impact
Family Dynamics
Global Structuring
Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.
InCread Alternative Investments
Blume Ventures
Axis Asset Management
Kotak Investment Advisors
Unitus Capital
Constellation Blu
UIM - Upstreet Investment Managers
MITCON Credentia Trustee
|
Benefits |
Essential |
Strategic |
|
30+ hours of Live Virtual Sessions Conducted by Global Family Office Leaders |
✓ |
✓ |
|
1 full day Bootcamp in Mumbai |
✓ |
✓ |
|
Ask Me Anything Sessions with Family Office Leaders |
1 sessions |
2 sessions |
|
One-on-One Mentoring |
✕ |
6 sessions |
|
Dedicated Program Manager |
✕ |
✓ |
|
Image Management Sessions |
✓ |
✓ |
|
Brand Building Support |
✕ |
|
|
Personal Brand Strategy Planning Session |
✕ |
1-hour session to help you plan your orand strategy for family office vertica |
|
Equalifi's Support in Organizing a Family Office Event/Workshop® |
✕ |
✓ |
|
Assistance in Hiring Team Members for Family Office Vertical |
✕ |
✓ |
|
Support for Business Development Initiatives |
✕ |
✓ |
|
Service Providers Directory & Live Showcase Sessions |
✓ |
✓ |
|
Tools and Templates to Set Up Family Office Advisory Services |
✕ |
✓ |
|
24*7 Access to Virtual Community (WhatsApp Group + Equalifi Member Portal) |
✓ |
✓ |
|
Global Immersion Module Dubai Delegation |
Facilitation fee applicable (INR 35,400) |
No facilitation fee |
|
Personal Introductions to Service Providers |
✕ |
On Request |
|
Thought Leadership Opportunities (Articles, Blog) |
Contribute Articles Co the Equalifi Blog and Family Office Report |
|
|
Opportunity to Partner with Priwexus |
✓ |
✓ |
|
Special Fee/Discounts from Family Office Service Providers |
✓ |
✓ |
|
Complimentary 1-year Chartered Access Pass |
X |
✓ |
|
Complimentary Registration to Family ffice Advisors Program for Team Members |
X |
Yes, up to 10 enrolments |
|
Date |
Essential |
Strategic |
|
Till October 31, 2026 |
INR 1,18,000 |
INR 2,36,000 |
|
From November 1 - 30, 2026 |
INR 1,47,500 |
INR 2,95,000 |
|
From December 1, 2027 |
INR 1,77,000 |
INR 3,54,000 |
Family Office Setup & Advisory
Investment Advisory
Family Governance
Wealth Structuring
Tax Planning
Estate and Trust Planning
Succession Planning
Risk Management
Wealth Protection
Philanthropy & Impact
Family Dynamics
Global Structuring
Students registering under the intermediate or advanced mode will appear for the National Financial Services Employability Test (FSET) on June 15 on any one of their respective chosen verticals i.e. Banking, Wealth Management, Investment Banking, etc.
This Test is designed to assess the employability of the candidates within their chosen area and candidates are expected to prepare for this test both from the resources provided during this program as well as from outside.
The minimum passing requirement in FSET will be 50%. The negative marking for every wrong question will be -20%.
The students will be issued the Financial Services Employability Test certificate only after the successful completion of the first 3 segments and the exam.
| Session | Date | Day | Time | Topic | Faculty |
| 1 | January 2 | Saturday | 09:00 AM - 11:00 AM | Orientation & Cohort Launch
|
TBA |
| 2 | January 6 | Wednesday | 07:00 PM - 08:30 PM | Setting Up a Family Office
|
TBA |
| 3 | January 9 | Saturday | 09:00 AM - 11:00 AM | Navigating Family Dynamics
|
Prasad Kumar Founder & Family Business Advisor, Human Endeavour Associates |
| 4 | January 13 | Wednesday | 07:00 PM - 08:30 PM | Governance Essentials
|
TBA |
| 5 | February 3 | Wednesday | 07:00 PM - 08:30 PM | Ask Me Anything (Family Business Coach)
|
Dr. Krishnan N Family Business Advisor |
| 6 | January 16 | Saturday | 09:00 AM to 11:00 AM | Family Investment Office
|
Amol Sathe Head-Global Investments Mephezalea |
| 7 | January 20 | Wednesday | 07:00 PM - 08:30 PM | Investment Strategies for Family Offices
|
Abhimanyu Sofat Head of Family Office & CIO The Dempo Group |
| 8 | January 22 | Friday | 07:00 PM - 08:30 PM | Investment Manager Showcase
|
TBA |
| 9 | January 27 | Wednesday | 09:00 AM - 11:00 AM | 15th Indian Alternative Investments Summit 2027 | Mumbai (Optional)
|
TBA |
| 10 | January30 | Saturday | 09:00 AM - 11:00 AM | Taxation Strategies for UHNW Families & Family Offices
|
TBA |
| 11 | February 6 | Saturday | 09:00 AM - 11:00 AM | The Global Family Office Playboc
|
TBA |
| 12 | February 14-17 | Sunday - Wednesday | 07:00 PM - 08:30 PM | Dubai Delegation
|
TBA |
| 13 | February 24 | Wednesday | 07:00 PM - 08:30 PM | Building Risk-Resilient Family Offices
|
TBA |
| 14 | February 27 | Saturday | 09:00 AM - 11:00 AM | Building a Multi Family Office Practice
|
TBA |
| 15 | March 3 | Wednesday | 07:00 PM - 08:30 PM | Building Trust with UHNW Families
|
TBA |
| 16 | March 6 | Wednesday | 09:00 AM - 11:00 AM | Global Family Office Leaders Roundtable
|
TBA |
| 17 | March 10 | Wednesday | 07:00 PM - 08:30 PM | Mapping Your Family Office's Need for Service Providers
|
TBA |
| 18 | March 13 | Saturday | 09:00 AM - 11:00 AM | Setting Up an Offshore Family Office
|
TBA |
| 19 | February 17 - 10 April | Assignment
|
TBA | ||
| 20 | April 10 | Saturday | 09:00 AM - 11:00 AM | Family Office- Diagnostic Tools, Operational Templates & Surveys
(only for Strategic Tier)
|
TBA |
| 21 | April 17 | Saturday | 09:00 AM - 11:00 AM | Workshop- Conducting a Bootcamp for your Client Families (Only for Strategic Tier)
|
TBA |
| 22 | April 24 | Staurday | 09:00 AM - 11:00 AM | Governance Workshop (Only for Strategic Tier)
|
Nupur Pavan Bank Founder & Chief Family Business Navigator Bodhi Advisory & Nurturing Group (B.A.N.G) |
| 23 | May 1 | Saturday | 09:00 AM - 11:00 AM | Workshop- Fund Structuring and Documentation (Only for Strategic Tier)
|
TBA |
| 24 | May 8 | Saturday | 09:00 AM - 11:00 AM | Family Office Business Development Workshop (Only for Strategic Tier)
|
TBA |
| 25 | May 15 | Saturday | 09:00 AM - 11:00 AM | 1:1 Mentorship with Top Family Office Leaders (Only for Strategic Tier)
|
TBA |
| 26 | May 22 - 10 June | Saturday | 07:00 PM - 08:30 PM | Capstone Project: Build a Family Office Model (Only for Strategic Tier)
|
TBA |
| 27 | June 11 | Friday | 07:00 PM - 08:30 PM | 16th Indian Family Office Summit 2026 | Mumbai
|
TBA |
| 28 | June 12 | Saturday | 07:00 PM - 08:30 PM | Family Office Advisors Bootcamp
|
TBA |
Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.
Founder & Family
Business Advisor, Human Endeavour Associates
Family Business
Advisor
Founder & Chief Family Business Navigator
Bodhi Advisory & Nurturing Group (B.A.N.G)
Head of Family Office & CIO
The Dempo Group
Head-Global Investments
Mephezalea
InCread Alternative Investments
Blume Ventures
Axis Asset Management
KFin Technologies
Kotak Investment Advisors
Deloitte Haskins & Sells LLP
Unitus Capital
Constellation Blu
UIM - Upstreet Investment Managers
MITCON Credentia Trustee
Tata Capital Healthcare Fund
Tata Capital
|
Date |
Essential |
Strategic |
|
Till October 31 2026 |
INR 1,18,000 |
INR 2,36,000 |
|
November 1- 30, 2026 |
INR 1,47,500 |
INR 2,95,000 |
|
From December 1, 2027 |
INR 1,77,000 |
INR 3,54,000 |
Program Overview