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About

Family Office Summit India 2016

As AIWMI’s flagship event, the Family Office Summit India has become the largest family office event in the country over the last 4 years. This exclusive event hosts a range of Family Office and HNWI representatives and leverages AIWMI’s global reach and access to attract expert speakers from all over the world.

Its been a fascinating journey watching how a lot of exceptionally wealthy Indian families who were at the “thinking stage” in 2013 about setting up a family office have now gradually moved up to “how do we do it” stage. There has been a massive surge in the interest among the high net-worth families to set up their own family office over the last few years. According to a recent study by AIWMI, there are already 75+ Single Family Offices functioning in the India and this number is significantly growing every year.

At its core, the act of putting a single-family office together is simple. There are five potential sets of expertise that family offices provide: investment management, succession planning, family governance, administrative and lifestyle services. What make it complicated are the appropriate legal structures, regulatory practices, compliance issues and last but not the least the people involved.

Our 4th annual Family Office Summit India 2016 will cover these and much more. The 2016 Summit will be held at Hotel St. Regis in Mumbai on September 1st and at Hotel Shangri La in Delhi on September 2nd

Join us for the most renowned family office summit in India. It will be a day filled with insightful presentations, discussions and networking with family office luminaries. This is an event primarily for family offices but is also a favorite learning ground for private bankers and wealth managers who are looking for a more in-depth understanding of their clients’ needs.

Richard Wilson, CEO- Family Office Group, USA speaking about AIWMI's Family Office Summit India 2016

Our Speakers

MEET OUR SPEAKERS

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Richard Wilson

Keynote speaker for family office summit

Richard C. Wilson helps $100M+ net worth families create and manage their single family offices and currently manages 14 clients including mandates with three billionaire families and as the CEO of a $500M+ single family office and Head of Direct Investments for another with $200M+ in assets. Richard is also the founder of the Family Office Club, the largest membership-based family office association (FamilyOffices.com), along with equity holdings in the training, single family office management (SingleFamilyOffices.com), investment conference, search, data research, physical bullion, private equity (PrivatEquity.com), food, and energy industries which do over $10M a year in combined revenue.

Through operating the Family Office Club Association Richard has created the first platform business focused on the family office industry. He has spoken at over 150 conferences in 17 countries, has the #1 bestselling book in the family office industry, The Single Family Office: Creating, Operating, and Managing the Investments of a Single Family Office and a recently released book called How to Start a Family Office: Blueprints for Setting Up Your Single Family Office. Richard has his undergraduate degree from Oregon State University, his M.B.A. from University of Portland, and has studied master’s level psychology through Harvard’s ALM program while previously residing in Boston. Richard currently resides 10 minutes from downtown Miami on the island of Key Biscayne, Florida with his wife and two daughters.

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Aditya Gadge

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Anurag Seth

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Chhavi Moodgal

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Deep Chatterjee

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Hearshad Lahoti

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Munish Randev

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Nitai Utkarsh

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Philippe H. Berthoud

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Rahul Khanna

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Rajmohan Krishnan

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Rishabh Shroff

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Sandeep Tandon

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Sashank Rishyasringa

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Tariq Aboobaker

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Ashvini Chopra

Devavrat Jatia

Devavrat Jatia

Mr. Karan Adani

Karan Adani

Rishiraj Sethi

Rishiraj Sethi

Pranav Sayta

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Nishith Desai

Jai Rupani

Jai Rupani

Ashok Agarwal

Rohan Suryavanshi

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Sasha Mirchandani

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Heramb Hajarnavis

The Schedule

CONFERENCE SCHEDULE

Hotel St. Regis

09.45 AM - 10:00 AM/ 1st Sep. 2016

Welcome Remarks

Aditya Gadge, CEO, Association of International Wealth Management of India
10:00 am - 10:30 am
Sandeep Tandon, CEO, Quant Capital
10.30 am - 11.30 am

Keynote session: Wealth management for global families

Confirmed:
Richard Wilson, CEO, Billionnaire Family Office
CEO, Family Office Club Association
Bestselling Author “The Single Family Office: Creating, Managing & Investing”
11.30 am - 11.45 pm

Tea

11.45 pm - 12:30 pm

Setting up and sustaining a Family Office

Confirmed
Tariq Aboobekar, Managing Director, Amicorp Trustees India
Pranav Sayta, Family Business Leader, Ernst & Young, India
Jai Rupani, Founder, Gokaldas Lifestyle
Nishith Desai, Managing Partner, Nishith Desai Associates
12.30 pm - 1:00 pm

Market Place Lending: Opportunities & Challenges

Confirmed:
Sashank Rishyasringa, Co-founder, Capital Float
01.00 pm - 02:00 pm

Lunch

02:00 pm - 02:30 pm

Pitch Perfect: New ideas and opportunities for investors

Confirmed:

Philippe H. Berthoud, Head Strategies & Markets, PROSPEROUS GROUP AG (Switzerland)

02:30 pm - 03:15 pm

MFO Panel Inviting: Leading Indian Multi Family Offices

Confirmed:
Aditya Gadge, CEO, AIWMI (Moderator)
Anurag Seth, Director & Head- Global Wealth Management, Quant Capital
Munish Randev, CIO- Family Office, Waterfield Advisors
Rajmohan Krishnan, Principal Founder & Managing Director, Entrust Family Office
03.15 pm - 03:45 pm

Doing Business with Family Offices

Confirmed:

Heramb R. Hajarnavis, Managing Partner, SeaLink Capital Partners (Moderator)
Harshad Lahoti, Founder, ah! Ventures
Rahul Khanna, Managing Partner. Trifecta Capital
Rishiraj Sethi, Director, Aura Art

03.45 pm - 04:15 pm

Tea

04.15 pm - 04:45 pm

Family Offices & Investments

Confirmed:
Chhavi Moodgal, CEO, Scient Capital (Moderator)
Nitai Utkarsh, CIO, SAR Family Office
Deep Chatterjee, CFO, UniDEL Family Office
Sasha Mirchandani, Managing Director & Founder, Kae Capital
04.45 pm - 05:30 pm

The Next Generation Panel

Confirmed:
Rishabh Shroff, Partner, Cyril Amarchand Mangaldas ( Moderator)
Devavrat Jatia, Director, Ramgopal Group
Rohan Suryavanshi, Head- Strategy & Planning, Dilip Buildcon
Karan Adani,Executive Director, Adani Port & SEZ

Hotel Shangri La

04:00 PM - 05:00 PM

Registration

05:00 PM - 05:10 PM

Welcome Remarks

Aditya Gadge, CEO, Association of International Wealth Management of India
05:10 PM - 05:30 PM

Opening Remarks

Sandeep Tandon, CEO, Quant Capital
05:30 PM - 06:15 PM

Keynote session: Wealth management for global families

Confirmed:
Richard Wilson, CEO, Billionnaire Family Office
CEO, Family Office Club Association
Bestselling Author “The Single Family Office: Creating, Managing & Investing”
06.15 PM - 06:45 PM

SFO Panel- Setting up and sustaining a Family Office

Confirmed:
Aditya Gadge, CEO, AIWMI (Moderator)
Anurag Seth, Director & Head- Global Wealth Management, Quant Capital
Ashivni Chopra, Senior Vice President, Benette, Colemann & Co. Ltd.
Nitai Utkarsh, Chief Investment Officer, SAR Group Family Office
Harshad Lahoti, Founder, ah! Ventures
06.45 PM - 07:15 PM

Setting up a Family Office- Lessons in Succession Planning

Confirmed:
Tariq Aboobaker, Managing Director, Amicorp Trustees India
07:15 PM - 07:45 PM

Pitch Perfect: New ideas and opportunities for investors

Confirmed:
Philippe H Berthoud, Head- Strategies & Markets, Prosperous Group, Switzerland
07.45 PM - 08:15 PM

Market Place Lending: Opportunities & Challenges

Confirmed:
Sashank Rishyasringa, Co-founder, Capital Float
08:15 PM - 08:45 PM

Can Alternatives be Alternative

Confirmed:
Ashok K. Agarwal, CEO, Escorts Mutual Fund

JOIN US

4th annual Family Office Summit India 2016

Testimonials

WHAT PEOPLE SAY ABOUT US

Amit Patni
Very Good Conference !Various issues critical to Family Offices like our’s are being discussed in detail. Its wonderful to hear so many expert perspectives on crucial areas like asset allocation, family governance and succession planning.

Amit Patni

Patni Family Office
Anurag_Sheth
We are proud to have been associated with AIWMI’s Family Office Summits since the inaugural 2013 edition. AIWMI through its conferences, certification programs and research initiatives has been doing an incredible job in enhancing the professional standards among Indian Family Offices and wealth management sector.

Anurag Seth

Quant Capital
john-clement
It was a great pleasure to be at the Family Office Summit India 2014. Hearing leading wealth managers and family office representatives and the rising interest among them on impact investing has been truely encouraging.

John Clement

Magic Bus

Highlights

family11

Family Offices : The STEP Handbook for Advisers
Price: £ 130.00
Publisher: Global Law & Business, UK

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Pricing

EVENT PRICE LIST

MUMBAI PRICE LIST

Till August 5th

Rs.5750/

August 6th- August 15th

Rs.6900/

August 16th- September 1st

Rs.8050/

DELHI PRICE LIST

Till August 5th

Rs.4600/

August 6th- August 15th

Rs.5750/

August 16th- September 1st

Rs.6900/

Partners

Lead Partner

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Gold Partner

lilibonds

Gold Partner

capital-float

Trust Partner

b2

Silver Partner

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Silver Partner

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Supporting Partner

nism

Supporting Partner

ah

Supporting Partner

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Supporting Partner

aibi

Supporting Partner

lead

Media Partners

alpha

Media Partners

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Media Partners

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Media Partners

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Exhibitor

morningstar

Association Partner

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Contact Info
CONTACT US

Regus, Level 9, Platina, Block G, Plot C-59, Bandra-Kurla Complex Mumbai-400051

events@aiwmindia.com

+91 8097661200/ 8097661201

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