12th Indian Family Office Summit 2024
Priwexus is returning with its 12th Indian Family Office Summit 2024 (IFOS24), the quintessential OG among all family office gatherings and knowledge forums in India.
The Indian Family Office Summit (IFOS) was India’s first ever conference on family offices when it was first organized in the year 2013. Over the years, IFOS has not only contributed immensely to the growth of Indian family offices but has also set the gold standard as the region’s preeminent forum for Indian business families and family offices.
The 12th edition of IFOS stands as a testament to the growing importance of family offices in India and their impact on the global financial landscape. This summit marks a significant milestone in our journey, reflecting a decade of insightful dialogues, innovative solutions, and meaningful connections.
This year our focus is sharper than ever on the evolving dynamics of wealth management, succession planning, and strategic investment. The landscape of family offices is continually transforming, driven by shifts in global markets, emerging technologies, and changing family structures. This year’s summit is designed to address these challenges head-on, offering you a platform to explore the latest trends, share best practices, and engage with leading experts.
IFOS24 agenda features member-only workshops, keynote speeches, panel discussions, masterclasses and interactive sessions led by some of the most distinguished figures in the field. This event also provides a unique opportunity to connect with peers and industry leaders, fostering collaboration and forging partnerships that extend beyond the summit. IFOS24 will bring together speakers and participants from single and multi- family offices, Indian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in India and elsewhere including structuring, legal & tax issues, technology, operational areas, and investments.
What to Look Out for at IFOS24
– Priwexus’s Indian Family Office Benchmarking Study 2024
– Priwexus’s Indian Family Office Thought Leaders 2024 List
– Priwexus’s Family Office Service Providers Directory
– Knowledge Sharing & Networking with 300+ Stakeholders of Indian Family Office Ecosystem
High Points
Indian Family Office Benchmarking Report 2024
Priwexus will be publishing the Indian Family Office Benchmarking Report during IFOS24. This study will feature insights and data gathered from prominent Indian Single Family Offices and Family Office Leaders and Professionals.
This report is intended to help you:
- benchmark SFO’s current activities related to family engagement, service delivery, investments, and technology
- articulate the value that a SFO team currently provides to the family
- make a case for additional resources or areas for future investment
The report will provide a mix of validation of what’s working well in the family office space and inspiration to move forward on issues that are posing challenges currently.
Indian Family Office Thought Leaders 2024
The last few years have been a roller coaster ride for everyone, including family offices. A once-in-a-century pandemic, economic volatility, geo-political uncertainty and continuing domestic issues meant the last couple of years were one of the toughest years to navigate.
As we all know “With Great Power Comes Great Responsibility”, individuals representing/ working in or working with Family Offices had to step up and lead the way right through the last couple of years post covid in the face of extremely unpredictable circumstances.
This List is an attempt to identify such stand out individuals who were the guiding lights within the Indian Family Office community. This list will include the best thought leaders and industry influencers from among SFOs, MFOs and all key Service Providers working with Indian Family Offices.
09:00
Pre-Summit Workshop Registration
09:30
Workshop I- The Values Edge 2.0 Toolkit for Family Enterprises
Confirmed:
Dennis Jaffe, Author & Senior Research Fellow, BanyanGlobal Family Business Advisors
11:00
Break
11:30
Workshop II – Designing Your Bespoke Single Family Office
12:30
Lunch
12:30
Lunch and Delegate Registration for the Conference
14:00
Opening Remarks: Overview of the Indian Family Office Ecosystem
Confirmed:
Aditya Gadge, Founder, Priwexus | Equalifi | Eqclique
14:15
Learnings from Long-established Indian Family Offices-What Worked What Didn’t
15:00
Masterclass: Finding the Right Location, Structure & Team for Your Offshore Family Office
15:20
Masterclass: Stress-Testing Your Single Family Office
15:40
Masterclass: Technology & AI for your Family Office
16:00
Break
16:15
Family Office CIO Panel: The New Alternative Investment Opportunities in the Room
16:45
Rising to the Occasion: Next-Generation Leadership in Indian Family Enterprises
17:30
Learnings from Multi-Generational Family Enterprises
Confirmed:
Sougata Ray, Professor & Executive Director, Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business (Session Chair)
Dennis Jaffe, Author, Family Office Coach & Senior Research Fellow, BanyanGlobal Family Business Advisors
18:15
Launch of Indian Family Office Thought Leaders 2024 and Felicitation of Winners
18:45
Networking over Cocktail and Canapes
20:00
End of Conference
*Please note that the agenda is subject to change as per the availability of speakers
Aditya Gadge
Founder
Priwexus | Equalifi | Eqclique
Priwexus is a unique membership community of single family offices, prominent business families and individuals of significant wealth in India. We are an impartial peer-to-peer networking forum dedicated to serve all the key focus areas of successful families including investments, philanthropy, family governance, tax, legal, estate management and next-gen education.
Dennis Jaffe
Author & Senior Research Fellow
BanyanGlobal Family Business Advisors
For over 40 years, Dr. Dennis Jaffe has been one of the leading architects of the field of family enterprise
consulting. As both an organizational consultant and clinical psychologist, he helps multi-generational
families to develop governance practices that build the capability of next generation leadership and
ensure ongoing capability of financial organizations and family offices to serve their family clients.
Dennis’s work with families helps inform his training of financial advisors and wealth managers about
the knowledge and skills needed to serve their client families. He is an acclaimed
The 12th Indian Family Office Summit 2024 (IFOS24) is an exclusive, by-invite event for prominent Indian Family Businesses and Single Family Offices.
Participation in this conference and the pre-conference workshops is complimentary for Priwexus Members.
All non- members who wish to participate in IFOS24 must match our membership criteria, must be pre-approved for access by the Priwexus team and pay the event registration fee.
If you are not a member yet and interested in attending IFOS24, please complete the form given below, and we will contact you at the earliest on your inquiry.
Conference Registration Fee for Non-Members:
From September 1- 15 or first 50 Registrations: INR 23,600
From September 16- October 31 or first 100 registrations: INR 29,500
From November 1-December 10: INR 35,400
- Fees mentioned is inclusive of GST
- Fees mentioned only include the delegate fee of the 12th Indian Family Office Summit 2024 and not the pre-conference workshops which are exclusively meant for Priwexus Members.