Build Your Single Family Office
Priwexus Build Your Single Family Office: Design & Strategy Workshop” is exclusively designed for ultra-high-net-worth (UHNW) families, entrepreneurs, and next-generation leaders seeking to establish or optimize a Single Family Office (SFO). The workshop provides a structured, hands-on approach to designing, structuring, and managing an SFO tailored to the family’s unique wealth, legacy, and governance needs.
This program will bring together top-tier SFO Principals, Family Office Coaches and Family Office Thought Leaders together to help families and wealth owners navigate key aspects of setting up an SFO, including governance, compliance, investment strategies, risk management, and operational efficiency.
Since 2013, Priwexus (formerly AIWMI) has been a pioneer in family office education in India, empowering UHNW families, wealth advisors, and next-gen leaders with the knowledge and tools to build, manage, and sustain high-performance family offices.
09:30
SFO Fundamentals
10:15
FO Feasibility Analysis: Build/Outsource Framework
11:00
Break
11:30
Deep Dive: Governance Models for Multi-Generational Families
12:15
Investment Frameworks & Risk Masterclass
13:00
Lunch
14:00
Tech Lab: Digital Infrastructure for Modern Family Offices
14:30
Roundtable: Investment Committees That Work
15:00
Simulation: Managing a Family Crisis Scenario
15:30
Clinic: Design Your SFO Blueprint vis-a-vis 3 Real-World SFO Structures
16:30
End of Day
*Please note that the agenda is subject to change as per the availability of speakers
To be announced
To be announced
All non-members who wish to participate in this workshop must match our membership criteria, must be pre-approved for access by the Priwexus team, and pay the workshop fee.