Build Your Single Family Office
Equalifi’s 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, Equalifi (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.
Program Format
2
Days of In-Person Learning
(Interactive sessions, expert panels, and case studies)
1:1
Advisory & Networking Sessions
(Personalized guidance from leading family office experts & peer discussions)
Who Should Attend?
- Ultra-High-Net-Worth Individuals & Families
- Entrepreneurs & Business Owners
- Next-Gen Wealth Leaders
- Family Office Principals & Advisors
Why Equalifi?
- India’s Pioneer in Family Office Education (Since 2013)
- Trusted by UHNW Families & Advisors
- Practical, Hands-On Learning Approach
*Please note that the agenda is subject to change as per the availability of speakers
Aditya Gadge
Founder
Priwexus | Equalifi | Eqclique
Amol Sathe
Head - Global Investments
Mephezalea
N Krishnan
Family Business Advisor
Former Cohort Mentor
Ritu Muthoot
Director
Muthoot Pappachan Group
Only Workshop
(June 13-14)
Till May 31: INR 70,800
From June 1-June 12: INR 82,600
13th Indian Family Office Summit 2025 (June 12) + Workshop (June 13-14)
Till May 31: INR 94,400
From June 1-June 12: INR 1,06,200