The role of the family office is evolving. With an ever increasing universe of HNWIs, the recovering financial climate and increased competition in the market place, it is crucial that today’s family office stays abreast of the challenges ahead and meets these with robust solutions and innovative strategies.The Family Office Summit 2013 will present a top down view of current best practices from the leaders in the industry including Chief Executive Officers, Managing Partners and Chief Investment Officers.
Created through in-depth research with the leading family offices in India and across Asia, USA and UK, this event ensured that you are fully updated on the exciting times ahead, and that you leave refreshed, invigorated and full of ideas and contacts that will help drive your business forward.
All within a unique and discreet networking environment, this is the family office event not to be missed!
Founder and Chief Mentor,
Director and Head,
Global Wealth Management, Quant Capital
Head - Proposition, Business Development & Family Office,
Centrum Wealth Management Limited
Head of Risk Management and Quantitative Research,
MD and CEO,
Universal Trustees Pvt. Ltd.
Orbis Financial Corporation Ltd.
Barbara R Hauser LLC
MD, Global Customers,
Pershing Securities Singapore Private Ltd
CRISIL Research, CRISIL Limited
COO and Head of Business ,
IL&FS Trust Company
SBI Mutual Fund
Avendus Wealth Management
Senior Editor - Markets,
Head Strategies & Markets,
Prosperous Group, Switzerland
Managing Partner, SNG & Partners,
Co-founder, Warmond Trustees and Executors Pvt. Ltd
Executive Vice President and Head - Investments and Family Office,
Kotak Wealth Management
CEO & MD,
ASK Wealth Advisors
Co-Founder & ED,
Founder & CEO,
Family Office Group
President and CIO,
DSP BlackRock Investment Managers Pvt. Ltd
Finsec Law Advisors
Dynamix Research and Capital Management
ICICI Prudential Mutual Fund
Managing Partner & CEO,
Senior Vice-President (Finance),
Sunteck Realty Ltd.
Evergreen Family Business Advisors
Amicorp Trustees (India) Pvt. Ltd.
Registration and welcome tea and coffee
Welcome Address by Aditya Gadge, CEO, AIWMI
Opening remarks from the Chair Sandeep Tandon, CEO, Quant Capital
Keynote address: Opportunities and risks – the outlook for wealthy families and entrepreneurs.
Special Video Address: Future and Growth of Family Office Industry across the globe.
Establishing a family office
Overview of Global Indian Families
Networking and morning tea and coffee
CEO ROUND TABLE: Which is the dream model of Family Office?
Keynote address : Growing family businesses with harmony
Resolving family conflicts
PANEL DISCUSSION: Private Family Trusts – Need, Legal Issues and Tax implications
PANEL DISCUSSION: Impact Investing- Opportunities for Family Offices
INTERACTIVE DISCUSSION: Finding Value in Alternative Investments
Investment Style & Strategies for Family Offices
Establishing a “Best-in-Class” Family Office- Hiring the Right Service Provider
Networking and afternoon tea and coffee
CIO ROUND TABLE: Asset Allocation and Evaluating Risks
Closing remarks from the chairperson and close of the conference
Family Office Summit, India - June 25, Copyright © 2013 Association of International Wealth Management India.