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

 

Investment Partners

Priwexus’s Family Office Workshop is an exclusive knowledge gathering for the prominent Indian Family Businesses and Single Family Offices.

Participation in this workshop is by invitation only.