Building Your Family Office: Design & Strategy Workshop
Equalifi’s Build Your Single Family Office: Design & Strategy Workshop” is exclusively designed for ultra-high-net-worth (UHNW) families, entrepreneurs, and next-generation leaders seeking to establish or optimize a Single Family Office (SFO). The workshop provides a structured, hands-on approach to designing, structuring, and managing an SFO tailored to the family’s unique wealth, legacy, and governance needs.
This program will bring together top-tier SFO Principals, Family Office Coaches and Family Office Thought Leaders together to help families and wealth owners navigate key aspects of setting up an SFO, including governance, compliance, investment strategies, risk management, and operational efficiency.
Since 2013, Equalifi (formerly AIWMI) has been a pioneer in family office education in India, empowering UHNW families, wealth advisors, and next-gen leaders with the knowledge and tools to build, manage, and sustain high-performance family offices.
Program Format
2
Days of In-Person Learning
(Interactive sessions, expert panels, and case studies)
1:1
Advisory & Networking Sessions
(Personalized guidance from leading family office experts & peer discussions)
The workshop provides a structured, hands-on approach to designing, structuring, and managing an SFO tailored to the family’s unique wealth, legacy, and governance needs.
Who Should Attend?
- Ultra-High-Net-Worth Individuals & Families
- Entrepreneurs & Business Owners
- Next-Gen Wealth Leaders
- Family Office Principals & Advisors
Key Objectives
Understand the SFO Landscape
Core functions, legal structures, and global best practices.
Design a Custom SFO Framework
Aligning family goals with operational, investment, and governance models.
Develop a Strategic Roadmap
From setup to scaling, risk management, and intergenerational transition.
Avoid Common Pitfalls
Regulatory, operational, and family dynamics challenges.
Network with Peers & Experts
Interactive sessions with leading SFO advisors, legal experts, and wealth managers.
Program Fee
Only Workshop
(June 13-14)
Till April 30: INR 47,200
From May 1- May 31: INR 53,100
From June 1-June 12: INR 59,000
13th Indian Family Office Summit 2025 (June 12) + Workshop (June 13-14)
Till April 30: INR 59,000
From May 1- May 31: INR 64,900
From June 1-June 12: INR 70,800
Agenda
Day 1: Strategic Foundations
SFO Fundamentals
SFO Feasibility Analysis: Build/Borrow/Buy Decision Framework
Deep Dive: Governance Models for Multi-Generational Families
Case Study: Comparing 3 Real-World SFO Structures
Investment Frameworks & Risk Masterclass
Day 2: Implementation Lab
Tech Lab: Digital Infrastructure for Modern Family Offices
Roundtable: Investment Committees That Work
Simulation: Managing a Family Crisis Scenario
Clinic: Your SFO Blueprint - 1:1 Advisory Sessions
Why Equalifi?
- India’s Pioneer in Family Office Education (Since 2013)
- Trusted by UHNW Families & Advisors
- Practical, Hands-On Learning Approach
Workship Faculty Members
Each workshop is open to only a limited number of participants, the registration would be on a first-come-first-served basis. For more details, please connect with Equalifi Team on team@equalifi.org.