About FOSI

AIWMI is delighted to announce the 6th edition of the prestigious Family Office Summit India 2018, scheduled in Mumbai on August 31st in Delhi on September 03rd.

Family Offices once the preserve of a select few are becoming increasingly ubiquitous. We see an increase in the number of wealthy individuals globally with age-old concerns around wealth preservation, corporate governance and succession planning remaining.

Globally, wealth is increasing, and the need to retain and build on that wealth remains paramount. For numerous reasons, the big wealth managers and private banks have lost ground and credibility: the Family Office is on the rise. The USA is no longer the prime reserve of the Family Office. There has been a substantial increase in the number of European based FOs, although numbers still seem to be more an estimate than hard fact.

The timing of when you decide to establish a Family Office may depend on a range of factors, some purely financial, some social and some exclusively family orientated. From the very beginning of the concept, it is advantageous to seek informed, professional advice to minimise the likelihood of mistakes.

With over 400 Ultra and High Net-Worth Individuals and Family Office Executives every year, the Family Office Summit India is the country’s largest wealth management & family office event held annually in Mumbai. This prestigious conference provides an annual meeting place for the Indian High Net-Worth Families, Single Family Offices , Private Investors and Thought Leaders. The conference’s continuing success since its inception testifies to the coming-of- age of Indian family office community and the need for an effective cross-learning and networking forum.

This prestigious Summit, year after year has presented a prolific forum to uncover how wealthy families are handling many of their most pressing issues and challenges including their key objectives, investment styles and management of philanthropic activities, as well as encouraging the next generation, compensating executives, retaining trusted employees and more.

Indian Family Office Benchmarking Survey 2018

This survey is only open to professionals working full time or in advisory capacity with the Indian Single Family Offices and Multi Family Offices. To participate please fill in your details here.


FOSI 2018 Speakers


Alan Duncan

Alan Duncan

Co-Founder & Executive Director

Private Wealth Network (PWN)

Prasad Kumar

Prasad Kumar

Family Business Advisor

Human Endeavour

Agenda




00
Days
00
Hours
00
Minutes
00
Seconds

08: 00

Registration

09: 00

Welcome Address

09:15

Launch of Family Office Benchmarking Report

09.30

Keynote Session: Trends among Global Family Offices:Country in Focus – Australia

Confirmed:

Alan Duncan, Founder, Private Wealth Network (Australia)

10:15

Sustaining Family & Business Governance

Confirmed:
Prasad Kumar, Founder, Human Endeavour

Inviting:
Puneet Dalmia, Managing Director, Dalmia Bharat Group
Meher Pudamjee, Non-Executive Chairperson, Thermax Group
Reji K Joseph, Director, Paragon

11:00

Tea

11.30

Family Office Psychology

12:15

How Indian Family Offices are building Diversified Global Portfolios

Inviting:
S D Shibulal, Founder, Infosys
Anand Burman, Chairman, Dabur
Rahul Kanodia, Vice Chairman & CEO, Datamatics Global Services

13:00

Lunch

14:00

Inside Perspectives from the Next Generation Business Leaders

Inviting:
Anant Goenka, Managing Director CEAT
Anmol Ambani, Executive Director, Reliance Capital
Krishna Bodanapu, MD & CEO, Cyient

14:45

Humanizing the Family Office in the age of Artificial Intelligence

15:15

Luxury Trends

Inviting:
Sharad Agarwal, Head, Lamborghini India
Kanika Tekriwal, Founder, Jet Set Go
Mishti Bose, Group CEO, Qunitessentially Lifestyle

16:00

Tea

16:30

How Indian Family Offices are redefining the startup ecosystem

Inviting:
Harsh Mariwala, Founder, Marico
Mohandas Pai, Chairman, Manipal Global Education

17:15

Women Leaders in Family Business

Inviting:
Arathi Krishna, Managing Director, Sundaram Fastners
Vinita Gupta, CEO, Lupin Pharma
Suneeta Reddy, Joint MD, Apollo Hospitals
Roshni Nadar Malhotra, CEO & Executive Director, HCL

18:00

End of Summit


00
Days
00
Hours
00
Minutes
00
Seconds
08:00

Registration

09:00

Welcome Address

09:15

Launch of Family Office Benchmarking Report

09.30

Keynote Session: Trends among Global Family Offices:Country in Focus – Australia

Confirmed:

Alan Duncan, Founder, Private Wealth Network (Australia)

10:15

Master-Class: Family Business Advising

Inviting:

Anil Sainani

10:45

Products & Practices Trending among Indian Family Offices

11:15

Networking Break

11.30

Why Family Offices can’t ignore Blockchain

12:15

How Indian Family Offices are building Diversified Global Investment Portfolios

13:00

Lunch

14:00

Setting up a Family Office- Dos & Don’ts

15:00

End of Summit

Partners


AIWMI's 6th annual Family Office Summit India 2018 provides an unmatched opportunity to connect your brand with the Indian Family Office and Wealth Management community.

Aligning your organization’s brand with AIWMI is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.

To partner or exhibit, please contact:

Ms. Archana Javgal

Email: archana@aiwmindia.com

Mobile: +91-8450913481


Supporting Partners

Family Office Summit India - Previous Editions



Registration Fee


Mumbai

Up to June 30th

5900

July 1 - July 31st

8260

August 1 - August 31st

11800


Delhi

Up to June 30th

4720

July 1 - July 31st

5900

August 1 - August 31st

7080


Exclusive fee for AIWMI Members - 2360