11th Indian Family Office Summit 2023

Priwexus’s 11th Indian Family Office Summit 2023 (IFOS23) will bring together speakers and participants from single and multi- family offices, Indian and global investment management houses, and affiliated service providers. Panels and break-out sessions will focus on key issues facing family offices in India and elsewhere including structuring, legal & tax issues, technology, operational areas, and investments.

As the leader of Family Office Conferences in India, with almost ten years of success, Priwexus brings together genuine Family Offices and Investors, in a private setting with only a select few experts and solution providers present to enrich the conversations with their perspective.

The Indian Family Office Summit (IFOS) now in its 11th year was India’s first ever conference on family offices when it was first organized by AIWMI (parent company of Priwexus). Over the years, IFOS has not only contributed immensely to the growth of Indian family offices but has also set the gold standard as the region’s preeminent forum for Indian business families and family offices.

With an overarching theme of Building Future Ready Family Offices, IFOS23 is a must attend forum, bringing together family principals, private investors, family offices & CIOs from across the country and globe, who prioritize exceptional peer-to-peer engagement and thought-leadership.

We invite you to partner us in organizing this important knowledge and networking forum to navigate the financial future of the family office world by attending and sharing thoughts on best practices and directions of what needs to be accomplished to secure the stability for family offices in the present and future.

Participants will be exposed to leading academic and practitioner insights and will engage in joint learning and network building. Although this conference is only open for Priwexus Members, subject to approval, non-member Single Family Offices and Business Families are also welcome to join.

Join 100+ Family Offices and UHNWIs from India and beyond toexplore Best Practice in Governance and Investments

  • High private buyside Single Family Office and Investor ratio
  • Topics for families by families – Family Office Governance and Investment best practice
  • All-day networking – meet prominent peers and have inspiring conversations

High Points

Indian Family Office Benchmarking Report 2023

Priwexus will be publishing the Indian Family Office Benchmarking Report during IFOS23. This study will feature insights and data gathered from prominent Indian Single Family Offices and Family Office Leaders and Professionals.

This report is intended to help you:

  • benchmark SFO’s current activities related to family engagement, service delivery, investments, and technology
  • articulate the value that a SFO team currently provides to the family
  • make a case for additional resources or areas for future investment

The report will provide a mix of validation of what’s working well in the family office space and inspiration to move forward on issues that are posing challenges currently.

Indian Family Office Thought Leaders 2023

The last few years have been a roller coaster ride for everyone, including family offices. A once-in-a-century pandemic, economic volatility, geo-political uncertainty and continuing domestic issues meant the last couple of years were one of the toughest years to navigate.

As we all know “With Great Power Comes Great Responsibility”, individuals representing/ working in or working with Family Offices had to step up and lead the way right through the last couple of years post covid in the face of extremely unpredictable circumstances.

This List is an attempt to identify such stand out individuals who were the guiding lights within the Indian Family Office community. This list will include the best thought leaders and industry influencers from among SFOs, MFOs and all key Service Providers working with Indian Family Offices.




Welcome Remarks

Aditya Gadge, Founder, Equalifi | Priwexus


Opening Remarks

Arpita Vinay, Co-CEO, Spark PWM


Family Offices in India: A Decade in Perspective

Gopal Srinivasan, Chairman & Managing Director, TVS Capital Funds
Rajiv Agarwal, Professor & Chairperson – Strategy Department, SPJIMR (Session Chair)
Rocky Mohan, Chairman, Mohan Goldwater Breweries Ltd
Vivek Bhargava, Co-founder, ProfitWheel


Constructing a Family Office Investment Portfolio

Amol Sathe, Head-Global Investments, Mephezalea (A Single Family Office)
Nitai Utkarsh, Lead- Investment Strategy & Chairman’s Family Office, Hero MotoCorp (Session Chair)
Yash Poodar, Chief Investment Officer, Vikas Poddar Family Office


Networking Break


Finding the Right Destination for Your Family Office: India vs. Dubai vs. Singapore

Rishabh Shroff, Co-Head, Private Client & Head, International Business Development, Cyril Amarchand Mangaldas (Session Chair)
Vikna Rajah, Head- Tax, Trust & Private Client Practice, Rajah & Tann Singapore LLP


Launch of Indian Family Office Thought Leaders 2023 List




Masterclass: Best Practices in Family Wealth Transition

Philippe J Weil, Founder, P J Weil Ltd. (Israel), Global Family Business Coach & Author


Masterclass: Building for Perpetuity

Prasad Kumar, Founder & Family Business Advisor, Human Endeavour Associates


Non-Correlated/Niche Alternative Investment Strategies for UHNW Families


Networking Break


Family Office Leaders - Insights and Best Practices

Ruchi Paleja, Senior Vice President Spark PWM
Tariq Aboobaker, Managing Director, Amicorp Trustees India (Session Chair)


End of Conference

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

Priwexus is a unique membership community of single family offices, prominent business families and individuals of significant wealth in India. We are an impartial peer-to-peer networking forum dedicated to serve all the key focus areas of successful families including investments, philanthropy, family governance, tax, legal, estate management and next-gen education.

Preserting Partner

Associate Partners

Award Partner

Showcase Partner

Supporting Partners

The Indian Family Office Summit 2023 (IFOS23) is an exclusive, by-invite event for prominent Indian Family Businesses and Single Family Offices.

Participation in this Summit is complimentary for Priwexus Members.

All non- members who wish to participate in IFOS23 must match our membership criteria, must be pre-approved for access by the Priwexus team and pay the event registration fee.

If you are not a member yet and interested in attending IFOS23, please complete the form given below, and we will contact you at the earliest on your inquiry.

Event Registration Fee for Non-Members (Till November 30): INR 20,000

– Fees mentioned in exclusive of GST.
– Members of our Supporting & Media Partners can avail 25% waiver on non-member fee.