Priwexus Knowledge Workshop | Delhi
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
09:00
Registrations
09:30
Welcome Note
Confirmed:
Aditya Gadge, Founder, Priwexus
09:45
Upcoming Investment Themes for Family Offices
Confirmed
Amit Rathi, Senior Director, Spark PWM
10:00
Workshop- Creating Alpha for Generations through a Family Office
Confirmed:
Philippe J Weil, Founder, P j Weil Ltd (Israel), Global Family Office Coach & Author
13:00
Lunch & End of Day
*Please note that the agenda is subject to change as per the availability of speakers
Aditya Gadge
Founder, Priwexus
Amit Rathi
Senior Director, Spark PWM
Amit is a Senior Director at Spark Private Wealth Management, bringing over 20 years of
experience in Private Banking and Financial Services. As a key member of the core leadership
team at Spark, Amit specializes in strategic expansion, business development, and HNI/UHNI
portfolio management. Prior to joining Spark PWM, Amit has held positions at Centrum Wealth,
HSBC India, and HDFC Bank. He is a Commerce graduate and is a Harvard Business School
alumnus.
Philippe J Weil
Founder, P j Weil Ltd (Israel), Global Family Office Coach & Author
Knowledge Partner
The Priwexus Family Office Workshop is an exclusive, by-invite knowledge session for prominent Indian Family Businesses and Single Family Offices.
Participation in this Summit is complimentary for Priwexus Members.
All non- members who wish to participate in the workshop 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 the Priwexus Family Office Workshop, please complete the form given below. We will get back to you at the earliest.