Family Office Advising Workshop Pune

Family Office Advising Workshop Pune


A Multi-Family Office is a unique structure that is created to provide tailored wealth management solutions (from investments to philanthropy) in an integrated fashion as well as family governance and succession planning services while promoting and preserving the identity and values of the family.

Today, there is an increased demand for services that cater to the transmission of capital and entrepreneurial control to the next generation. The internationalization of assets and changing lifestyles of wealthy families has made family offices critical instruments for more professional and organized wealth management.

The establishment of a SFO is a big commitment for a family business, and there have been cases when family offices have not met the family’s expectations. Cost and Expertise remain the biggest concerns in setting up a SFO.

To address the problem of the high operating costs of a family office and lack of a qualified talent pool available, families are looking out for Multi Family Offices (MFOs), which cater to multiple families across a range of family size, wealth and maturity levels. The sheer lack of MFOs in India presents a unique opportunity for accounting firms, law firms, financial planning firms, registered investment advisors, spin off teams from private banks, brokers, wealth management platforms as well as spin off teams from investment management firms, to establish a multi-family office platform to provide independent, non-conflicted advice solutions to their clients.

AIWMI has designed this 2-day Executive Education on “Family Office Advising” to help such aspiring professionals and firms in understanding the nuances of setting up and running a successful Multi Family Office.


Faculty

Aditya Gadge

Founder & CEO, AIWMI

  •  Founder & CEO- Association of International Wealth Management of India (AIWMI)
  • Founder & Principal Advisor- Indian Association of Alternative Investment Funds (IAAIF)

Aditya has done his Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. A prolific writer, Aditya has been regularly contributing to various business, financial and education publications. Aditya is also a Member- Editorial Board of International Family Offices Journal (Global Law & Business). Aditya has recently co-authored 2 books on Credit Research and 1 book on Global Family Offices.

Aditya is a Member- Occupational Standards Committee of the BFSI Sector Skills Council and is also a Member- Capital Markets Committee of Indian Merchants’ Chambers (IMC). Aditya is also a Mentor with some of the leading global start-up accelerators.


Program Fee

For AIWMI’s Professional Members – Rs. 20,000

For Non-members – Rs. 25,000

*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