Priwexus Knowledge Workshop | Mumbai
Family offices are becoming increasingly popular amongst India’s growing ultra-wealthy population, but while family businesses are deeply entrenched in the country, family offices are still a relatively new phenomenon.
This half-day workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the dos and donts while setting up a family office.
Attendees of the workshop will learn to:
- Define the role of their family office
- Identify the service needs of the family office
- identifying the most suitable service providers
- Critical investment planning and governance issues
- Set right expectations to ensure family office success
18:30
Registrations
19:00
Welcome Note
Confirmed:
Aditya Gadge, Founder & Managing Partner, Priwexus Family Investment Office
19:15
Workshop - The Values Edge 2.0 Toolkit for Family Enterprises
Confirmed:
Dennis Jaffe, Author & Senior Research Fellow, BanyanGlobal Family Business Advisors
20:45
Felicitation of Indian Family Office Thought Leaders 2024
21:00
Cocktail & Dinner
*Please note that the agenda is subject to change as per the availability of speakers
Dennis Jaffe
Author & Senior Research Fellow Banyan
Global Family Business Advisors