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 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.
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 Priwexus Opportunity
After successful completion of Family Office Leaders Cohort, you will have an opportunity to engage with Priwexus to set up your family office practice/ career.
Priwexus is a premier membership community of private investors and family offices and operates a curated ecosystem connecting ultra-high-net-worth (UHNW) families and family offices with best-in-class service providers across critical domains such as investment management, estate planning, tax, legal, governance, and philanthropy.
Priwexus ecosystem 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:
- Plug & Play to start your Family Office Advisory Practice
- Priwexus 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
- Positioning as a Trusted Advisor
- Enhance credibility and gain direct referrals from Priwexus’s network.
- Opportunities for Business Growth
- Work on tailored mandates, co-investment opportunities, and strategic partnerships.
- Learning from the Best
- Gain insights from leading experts in family office management, investments, and governance.
- 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.)
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
Ashutosh Bishnoi
Board Member
Multi-Act
Former Cohort Mentor
Rohit Chanana
Managing Partner
Sarcha Advisors LLP
Former Cohort Mentor
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 Priwexus as Family Office advisors, gaining direct access to high-net-worth families and family offices.
Program Fee
Essential Tier
INR 1,18,000
Strategic Tier
INR 5,90,000
Fee mentioned is inclusive of GST
FAQ's
- Family office structures & types
- Investment strategy & portfolio management
- Family governance & succession
- Wealth preservation & philanthropy
- Global trends in ultra-high-net-worth families
- Live interactive sessions
- Case-based workshops
- Peer learning & group discussions
- Expert-led mentorship
- Essentials Tier- INR 1,18,000
- Strategic Tier- INR 5,90,000
Cohort Partners
*More Cohort partners to be announced shortly
If you’re interested in learning more about the Cohort or would like to join in as a Cohort Partner, please reach out to us on team@equalifi.org