Family Office Leaders Cohort 2025

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 Eqclique VFO 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.


Family Office Leaders Cohort is tailored for

Family Office Advisors

Those who wish to set up their own Family Office advisory practice/ Multi Family Office

Family Office Professionals

Those who wish to work for other Single Family Offices/ Multi Family Offices or Family Office Service Provider Organizations


Who Should Attend?

The Family Office Leaders Cohort is designed for professionals working with ultra-high-net-worth families and complex family office structures, including:

  • Multi and Single Family Office Representatives
  • Wealth Planning Professionals
  • Private Bankers & Relationship Managers handling UHNW clients
  • Family Trust Consultants
  • Private Client Practice Professionals (lawyers, accountants, estate planners)
  • External Asset Management Professionals
  • Financial Planners with deep client engagement experience

The Eqclique VFO Opportunity

After successful completion of Family Office Leaders Cohort, you will have an opportunity to join Eqclique VFO as an Advisor and set up your own family office advisory practice. Eqclique Virtual Family Office (VFO) is a unique platform designed to support families in managing their complex financial and non-financial needs. It serves as an aggregator of specialized advisors across investment management, estate planning, tax, legal, governance, and philanthropy. The VFO Panel comprises carefully selected advisors and service providers who provide bespoke solutions to family offices and ultra-high-net-worth individuals, ensuring a multi-disciplinary and seamless advisory experience. Other advantages include:

  1. Plug & Play to start your Family Office Advisory Practice
    • Eqclique is a unique aggregator of top-of-the-line global asset managers and family office service providers that will significantly help you cut down on your effort and investments on setting up your own family office practice
  2. Positioning as a Trusted Advisor
    • Enhance credibility and gain direct referrals from Eqclique’s network.
  3. Opportunities for Business Growth
    • Work on tailored mandates, co-investment opportunities, and strategic partnerships.
  4. Learning from the Best
    • Gain insights from leading experts in family office management, investments, and governance.
  5. Access to an Elite Network
    • Engage with HNIs, UHNIs, and prominent family offices actively seeking advisory services.

Program Mentors


Aditya Gadge


Founder

Priwexus | Equalifi | Eqclique

Chief Mentor

Aditya Gadge is the Founder & Managing Partner of Priwexus- his Family Investment Office.

Priwexus serves as the cornerstone of the Aditya Gadge family’s wealth strategy, focusing on managing and overseeing its investments, wealth preservation, financial strategy and tax planning. Priwexus's investment philosophy centers on diversification, innovation, and sustainability, drawing from an array of asset classes including private equity, real estate, venture capital, fixed income, and alternative investments.

Recognized as a pioneer in family office education, Aditya has played a key role in building the Indian Family Office ecosystem since 2013 through his innumerable initiatives for Single Family Offices, Multi Family Offices, Family Office Advisors & Service Providers.

Aditya is also the Founder of Equalifi ( Global community of financial services professionals) and Eqclique (Global community of Single Family Offices, UHNW Family Businesses & Private Investors.

Aditya has done his Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. A prolific writer, he has been regularly contributing to the various business, financial and education publications. Aditya is a member of the editorial board of International Family Offices Journal (UK) and has co-authored 2 books on Credit Research and 1 book on Global Family Offices. In the recent past, Aditya served as a Member of SEBI’s Alternative Investment Policy Advisory Committee (AIPAC) and also as a Member of the Investment Council of Niti Aayog’s Women Entrepreneurship Platform (WEP).


Ashvini Chopra


Executive Director

Avendus Wealth Management

Former Cohort Mentor

Soumya Rajan


Founder & CEO

Waterfield Advisors Private Limited

Former Cohort Mentor

Nitai Utkarsh


Lead – Investment Strategy

Hero Motocorp LTD

Former Cohort Mentor

N Krishnan


Family Business Advisor

Former Cohort Mentor

More speakers to be announced shortly

Why Join?


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.

Exclusive Empanelment Opportunity

Top-performing advisors may be empaneled by Eqclique as VFO Advisors, gaining direct access to high-net-worth families and family offices.

Program Fee

Advisors

Till April 30: INR 2,00,000
From May 1- June 31: INR 2,50,000
From June 1 -June 12: INR 3,00,000

Professionals

Till April 30: INR 1,00,000
From May 1- June 31: INR 1,25,000
From June 1 -June 12: INR 1,50,000

Fee mentioned is exclusive of GST