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AIWMI is delighted to announce the 8th edition of the prestigious Indian Family Office Summit 2021,

January 21st 2021 and January 22nd 2021.

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. As the term ‘Family Office’ is unregulated in India, its definition varies depending on who is using it. A Family Office is not only expected to look after the wealth of high net worth families but also assist in various other critical functions like family governance, succession planning, concierge, philanthropy, etc.

AIWMI’s Indian Family Office Summit, now in its 8th year has been accredited as a pioneering platform in India for creating unmatched awareness and visibility for this exciting domain of Family Offices.

With over 400 Ultra and High Net-Worth Individuals and Family Office Executives every year, this summit is the country’s largest wealth management & family office event held annually in Mumbai & Delhi. This prestigious conference provides an annual meeting place for the Indian High Net-Worth Families, Single Family Offices, Private Investors and Thought Leaders.

Indian Family Office Benchmarking Survey 2021

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.


    Why Attend?

    Gain access to India’s biggest gathering of prominent Family Office Principals, Professionals, Asset & Wealth Managers and Service Providers.

    Receive guidance on the unique challenges families of wealth face.

    Network, strategize and learn from prominent global leaders, alongside their peers and colleagues.

    Why Sponsor?

    Meet leading Indian investors and asset managers.

    Debut new funds and products.

    Profile your brand.

    Meet new investors and business partners.

    Educate investors and asset managers.

    Indian Family Office influencers

    The year 2020 has 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 2020 was one of the toughest years to navigate.

    As Spiderman once famously quoted- "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 2020 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.

    If you yourself are one or know of someone who deserves to be in this list, please do fill up the nomination form now.

    Last Date to Nominate: December 31, 2020

    Speakers



    Aditya-Gadge

    Aditya-Gadge

    Founder & CEO

    AIWMI

    Alan Duncan

    Alan Duncan

    Co-Founder and Executive Director

    Private Wealth Network

    Anil Sainani

    Anil Sainani

    Founder & Managing Partner

    BAF Consultants

    Asheesh Chanda

    Asheesh Chanda

    CEO & Founder

    Kristal.AI

    Barbara R. Hauser

    Barbara R. Hauser

    Barbara R. Hauser LLC

    Brendan Holt Dunn

    Brendan Holt Dunn

    CEO

    Holdun Family Office (Bahamas) Limited

    Dennis T. Jaffe

    Dennis T. Jaffe

    Member

    Wise Counsel Research

    Feisal Alibhai

    Feisal Alibhai

    Founder & CEO

    Qineticare

    Kiran Anandampillai

    Kiran Anandampillai

    Founder

    Dristhi

    Miguel López de Silanes Gómez

    Miguel López de Silanes Gómez

    Managing Director & Market Leader -International

    Family Office Exchange

    Munish Randev

    Munish Randev

    Founder & CEO

    Cervin Family Office

    Naman Pugalia

    Naman Pugalia

    Founder

    Walkin /Peppin

    Nitai Utkarsh

    Nitai Utkarsh

    Lead- Investment Strategy & Chairman’s Family Office

    Hero MotoCorp

    Nupur Pavan Bang

    Nupur Pavan Bang

    Associate Director

    Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business

    Parimal Merchant

    Parimal Merchant

    Director

    S P Jain School of Global Management

    Philippe J. Weil TEP

    Philippe J. Weil TEP

    Family Business Consultant

    Israel

    Rajmohan Krishnan

    Rajmohan Krishnan

    Founder & MD

    Entrust Family Office

    Raman Chandna

    Raman Chandna

    Chief Investment Officer

    Sona Group Family Office

    Siddhant Raizada

    Siddhant Raizada

    Chief Marketing Officer

    Kristal.AI

    Sonu Bhasin

    Sonu Bhasin

    Independent Director

    Founder: FAB – Families And Business

    Stuart Dunn

    Stuart Dunn

    Chairman and Co-Founder

    Holdun

    Vishesh Narang

    Vishesh Narang

    Head of Family Office

    UKPI (Promoters of Berger Paints India Group)



    Agenda



    January 12, 2021
    7 pm - 8 pm

    The role of Family Office and reasons for setting up a Family Office

    Confirmed:
    Rajmohan Krishnan, Founder & MD, Entrust Family Office

    January 16, 2021
    10.30 am - 11.30 am

    Family Offices : Creating a Governance and Investment Platform For A Family”

    Confirmed:
    Munish Randev, Founder & CEO, Cervin Family Office

    January 19, 2021
    7 pm- 8 pm

    Change in Long Term Investment Philosophy of Family Offices post Covid19. 

    Confirmed:
    Nitai Utkarsh, Lead- Investment Strategy & Chairman’s Family Office, Hero MotoCorp

    31
    Days
    24
    Hours
    60
    Minutes
    60
    Seconds

    January 21st 2021

    15:00

    Opening Remarks

    Confirmed:
    Aditya Gadge, Founder & CEO, AIWMI

    15:15

    The role that FOs can play in the startup ecosystem.

    Confirmed:
    Rajmohan Krishnan, Founder & MD, Entrust Family Office
    Kiran Anandampillai, Founder, Dristhi
    Naman Pugalia, Founder, Walkin /Peppin

    16:00

    Adapting Family Governance to Indian Context

    Confirmed:
    Parimal Merchant, Director – Global FMB Program at S. P. Jain School of Global Management

    16:40

    Technology Trends in Family Offices

    Confirmed:
    Asheesh Chanda, CEO, Kristal.AI

    17:00

    Can Family Offices Serve a Larger Function in the Family Enterprise?

    Confirmed:
    Sonu Bhasin, Independent Director, Founder: FAB – Families And Business
    Raman Chandna, Sona Group
    Vishesh Narang, Head of Family Office- UKPI ( Promoters of Berger Paints India Group)

    17:45

    Break

    18:00

    When, Who and How to start a Family Office? Examples from Israel

    Confirmed:
    Philippe J. Weil TEP, Family Business Consultant

    19: 00

    Applying the Rule of Law in Family Governance.

    Confirmed:
    Barbara Hauser, Global Family Office Advisor

    20:00

    End of Day 1

    31
    Days
    24
    Hours
    60
    Minutes
    60
    Seconds

    January 22nd 2021

    9:00

    Learning from the Wisdom of 100-year Family Enterprises

    Confirmed:
    Dennis T. Jaffe, Member, Wise Counsel Research

    10:00

    Family Strategies for 2021 and beyond: The Australia & New Zealand Perspective

    Confirmed:
    Alan Duncan, Founder & Executive Director, Private Wealth Network (PWN)

    11:00

    Break

    12:00

    Setting up a Family Health Office

    Confirmed:
    Feisal Alibhai, Founder & CEO, Qineticare

    13:00

    Break

    16:00

    The top 12 Family Enterprise and Family Office trends in 2021

    Confirmed:
    Miguel López de Silanes Gómez, Managing Director- Europe & Latin America, Family Office Exchange (FOX)

    17:00

    Evolving from Family Businesses to Business Families

    Confirmed:
    Nupur Pavan Bang, Associate Director, Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business
    Anil Sainani, Founder & Managing Partner, BAF Consultants

    18:00

    Break

    19:00

    Fireside Chat with Holdun Family Office (Bahamas)

    Confirmed:
    Brendan Holt Dunn, CEO, Holdun Family Office (Bahamas)
    Stuart Dunn, Chairman and Co-Founder, Holdun
    Siddhant Raizada (Moderator), Chief Marketing Officer, Kristal.Al

    20:00

    End of Day 2

    AIWMI reserves the right to amend any part of the Event format, including speakers and agenda

    Partners


    AIWMI’s 8th Indian Family Office Summit 2021 provides an unmatched opportunity to connect your brand with more than 500 Family Office Representatives, Wealth and Asset management professionals and Service Providers working in the Indian financial services sector.

    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.

    In addition to industry leading conferences and summits, AIWMI builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements.

    Contact: Ms. Natasha Sejpal (86574 87782) to explore your sponsorship options.

    Email: events@aiwmindia.com

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    Registration Fee - INR 590