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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