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.

13:00

Registration & Lunch

14:00

SFO Fundamentals

Aditya Gadge, Founder, Priwexus

15:00

Deep Dive: Governance Models for Multi-Generational Families

Confirmed:
Nupur Pavan Bang, Founder and Chief Family Business Navigator, Bodhi Advisory & Nurturing Group

16:00

Break

16:30

Efficient Family Office Structures: Tax & Legal Perspective

Confirmed:
Vishal Gada, Founder & CEO, Aurtus

17:30

Tech Lab: Digital Infrastructure for Modern Family Offices

Confirmed:
Anant Agarwal, Head-Growth & Partnership, MProfit

18:15

Break

18:30

Finance, Investments & Risk Management

Confirmed:
Saurabh Agrawal, Chief Strategy and Investment Officer, Mafatlal Family Office

19:15

The Family Office Talent Playbook – Building, Leading & Retaining Your Dream Team

Confirmed:
Ashutosh Bishnoi, Independent Director

20:00

Cocktail & Dinner

*Please note that the agenda is subject to change as per the availability of speakers

Tax Partner

 

Technology Partner

Build Your Single Family Office Workshop is an exclusive, by-invite program for Priwexus Members (Family Enterprise & Single Family Office Tiers Only)

All non-members who wish to participate in this workshop must meet our membership criteria and receive pre-approval from the Priwexus team,

If you are not yet a member and are interested in attending this workshop, please register your interest using the link below.