Family Office Advising

Family Office Advising



Agenda

Day 1 Faculty
Session Timing Module Coverage
9.30 am – 10.30 am Introduction of the Facilitators and Participants Aditya Gadge
Setting the Context of the session
10.30 am – 11.30 am
Introduction to the Family Office Aditya Gadge
Purpose and Definition of Famil Office
Types of Family Offices  
Key Roles of Family Office
Rising Trends among Indian Family Offices
Determing Family Wealth Management Needs
11.30 am – 12 noon TEA – BREAK
12.00 noon – 1.00 pm Family Office Strategy Aditya Gadge
Value Statements Importance of Mission Statement Importance of Vision Statement Building a Family Office Vision Aligning the Vision with a Strategic Family Office Plan Seperating Family Office from Family Business
1.00 pm – 2.00 pm LUNCH – BREAK
2.00 pm – 3.30 pm
Establishing & Strcuturing of Family Office Ashvini Chopra
Legal Enttites to Consider
Who Should Manage the Family Office
Family Office Costs
3.30 pm – 3.45 pm TEA – BREAK
3.45 pm – 5.30 pm
Family Office Operations Ashvini Chopra
Best Practices
Technology
Talent Management
Compliance & Documentation
Service Providers
End of Day 1
Day 2
9.30 am – 10.00 am Reflection of Day 1 Ashvini Chopra
10.00 am – 11.45 am
Investment Management & the Family Office Ashvini Chopra
Goals-based Approach to Asset Allocation Investment Process & Review Role of Chief Investment Officer The Outsourced CIO Model
11.45 am – 12 noon TEA BREAK
12.00 noon – 1.30pm Governance of the Family Office Ashvini Chopra
Talent & Team Structure
Scope of Service & Delivery
1.30 pm – 2.30 pm LUNCH BREAK
2.30 pm – 3.30pm Case Study – Indian Family Office Aditya Gadge
Family Genogram & Background Family Office Structure, Team & Functions Estate Planning Investment Management Legal & Comliance Standards
Reflection based on learning
3.30pm – 3.45pm TEA BREAK
3.45 pm – 4.45 pm Role of Family Office Professionals Aditya Gadge
•Attributes
•Competencies & Skills
4.45pm to 5.30 pm Conclusion and Way Forward Aditya Gadge

 

Faculty

Ashvini Chopra

Sr. Vice President, Bennett Coleman

Ashvini Chopra (TEP) is Senior Vice President at Bennett Coleman. He Heads the Family office of the Promoters and takes care of Succession Planning, Tax planning, Wealth Management, Lifestyle Management, Entity management (for investment companies & Charity Trusts) and advising on Board constitution.

Simultaneously, he also works with other families on their Succession and Estate Planning issues and assists with Family Constitutions, formation of trusts and Wills. He has and experience of working with over 70 large and small families for their Estate and Succession requirements.

Prior to joining Times Group he was the founder MD and CEO of Universal Trustees Private Limited (UTPL), a company co-promoted by Dileep Choksi, Pradip Shah with ICICI Group as an investor.

He is a Diploma Holder in Trust & Estate Practice from STEP UK, an MBA in marketing and a commerce graduate. At UTPL he was responsible for completely setting up the company from scratch and advised over 100 families with their estate planning requirements.

Ashvini is also a member of Family Firms Institute, Inc. USA (FFI) and Family office Exchange. He regularly contributes articles to the STEP Journal and The Practitioner by FFI.

Having been a part of the financial services industry in times of fundamental change, he has amassed wide experience across the industry. Right from his first job, when NBFC sector was new to India to the current one at Universal Trustees, he has always tried to be in nascent industries. He joined a Mutual fund in 1997 when the mutual fund industry was going through its most tumultuous phase. In 2004 he joined the start-up team of another Mutual Fund which was India’s first focussed debt fund house. After being a part of the mutual fund for four years since the start of its operations and helping the fund to grow to INR 10,000 crores, he moved to ICICI Bank in its International Private Banking Unit.

In ICICI Bank Ashvini was identified with the business growth the bank witnessed in International Private Banking in East Africa and Philippines. He moved as Head of Sales for Private Banking of ICICI Group in the US & later he was put in charge of rejuvenating the private banking team in the UK as Head of Private Clients in UK.

He plays an active role in setting up the procedures and systems that in turn help the organisation to hold steady initially and reaps the dividends later on reaching new heights. At Universal Trustees, he made it his mission to make it the first system based trustee company in India and to that end contracted with a global software company to Indianise their existing software for use by UTPL.

Ashvini loves meeting people and visiting new cities. A keen reader, he loves reading various genres of books with his favourite authors being Ayn Rand and Issac Assimov.


Fee

AIWMI Members-  Rs. 15000

Non-members – Rs. 30000

*Fees is Exclusive of GST

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Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM