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 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.
Philippe H. Berthoud, Head Strategies & Markets, PROSPEROUS GROUP AG (Switzerland)
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
Family Offices : The STEP Handbook for Advisers
Price: £ 130.00
Publisher: Global Law & Business, UK
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