Family Office Advising Delhi 2019

Family Office Advising Delhi 2019


Venue

Orbis Financial Corporation Ltd

4A, Technopolis,

Golf Club Road,

Sector 54, Gurugram,

Haryana 122002

 


Agenda

Day 1
Session Timing Module Coverage
9.30 am – 10.30 am Introduction of the Facilitators and Participants
  Setting the Context of the session
10.30 am – 11.30 am
Introduction to the Family Office
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
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
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
Best Practices
Technology
Talent Management
Compliance & Documentation
Service Providers

 

Faculty

Nitai Utkarsh

Lead - Investment Strategy, Hero MotoCorp Ltd.

A Financial Services professional with deep expertise in Family Office and the Investment Advisory space, Nitai leads the Investment Strategy and the Chairman’s Family Office for Hero MotoCorp Ltd.

One of the first set of professionals to have worked on Family Offices in India, Nitai started his journey with developing and executing the concept of Family Office for probably the first commercial launch of such services in the country.

As part of the Family Office offering, Nitai has founded and managed an exclusive team of portfolio analytics specialists, set up teams, policies, and processes for a pioneering boutique Multi Family Office firm and subsequently for two large, diverse, and global Single Family Offices.

Nitai holds a degree in Engineering from the Indian Institute of Technology and an MBA from the Indian Institute of Management. His interests and expertise lie in dealing with complex structural issues related to global wealth preservation and transmission and in implementing portfolio risk-reward optimization techniques.


Fee

AIWMI Members-  Rs. 10000

Non-members – Rs. 20000

*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 AIWMI