Priwexus Knowledge Workshop | Delhi

Family offices are becoming increasingly popular amongst India’s growing ultra-wealthy population, but while family businesses are deeply entrenched in the country, family offices are still a relatively new phenomenon.

This half-day workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the dos and donts while setting up a family office.

Attendees of the workshop will learn to:

  • Define the role of their family office
  • Identify the service needs of the family office
  • identifying the most suitable service providers
  • Critical investment planning and governance issues
  • Set right expectations to ensure family office success




Welcome Note

Aditya Gadge, Founder, Priwexus


Upcoming Investment Themes for Family Offices

Amit Rathi, Senior Director, Spark PWM


Workshop- Creating Alpha for Generations through a Family Office

Philippe J Weil, Founder, P j Weil Ltd (Israel), Global Family Office Coach & Author


Lunch & End of Day

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

Amit is a Senior Director at Spark Private Wealth Management, bringing over 20 years of
experience in Private Banking and Financial Services. As a key member of the core leadership
team at Spark, Amit specializes in strategic expansion, business development, and HNI/UHNI
portfolio management. Prior to joining Spark PWM, Amit has held positions at Centrum Wealth,
HSBC India, and HDFC Bank. He is a Commerce graduate and is a Harvard Business School

Knowledge Partner

The Priwexus Family Office Workshop is an exclusive, by-invite knowledge session 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 the workshop 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 the Priwexus Family Office Workshop, please complete the form given below. We will get back to you at the earliest.