Priwexus VFO Summit 2023
The inaugural Priwexus VFO Summit 2023 is an exclusive knowledge forum for family office service providers, advisors and professionals.
At this year’s Summit, join India’s most prominent family office and family business thought leaders, industry peers and many more for a day of best practice sessions on family offices and to hear success stories and lessons that will help you scale up your wealth advisory practice through Priwexus’s Virtual Family Office (VFO) platform.
Participation in Priwexus VFO Summit will help you learn about the landscape of family office in India, trends among Indian and global family offices, impact of regulations, tax, legal and risks, get exclusive insights on managing family office, managing assets & investments for family offices, building & strengthening a family office and on how to navigate a family office in a changing world.
For anyone looking to expand his/her understanding of the family office ecosystem and learn from and network with industry thought leaders, this is a must-attend summit.
5 Reasons to Register for the inaugural Priwexus VFO Summit 2023
- Learn about new products and innovations that are changing the family office landscape.
- Learn about the best practices that are helping your peers in tackling commonly faced challenges.
- Connect with your peers from across the Indian family office community and explore new professional opportunities.
- Get detailed insight on what’s needed for a successful career as a family office professional.
- Discover all products, services and skill-sets that a family office looks for.
Reserve Your Spot for India’s first-ever Virtual Family Office Summit
08:30
Registration
09:30
Indian Family Office Ecosystem and Introduction to Priwexus VFO
Confirmed:
Aditya Gadge, Founder- Equalif & Founder- Priwexus
10:15
What’s Missing & What’s Ahead? – Perspectives from Key Stakeholders of the Indian Family Office Ecosystem
Confirmed:
Rishabh Shroff, Partner, Cyril Amarchand Mangaldas & Co-Head, Private Client
Vijay Dhingra, Partner, Deloitte Haskins & Sells LLP
11:00
Break
11:30
Building a Family Office Advisory Business
12.15
Developing Yourself to Lead a Single-Family Office
13:00
Lunch
14:00
Showcase 1- Multi-Act
Investment Management & Advisory Company for Family Offices
14:20
Showcase 2- IQ EQ
Fund Administration Services for Family Offices
14:40
Showcase 3- Amicorp
Trustee Services for Family Offices
15:00
Showcase 4- Asset Vantage
Performance Reporting & General Ledger on Demand for Family Offices
15:20
Showcase 5- 13D Research & Strategy
Market Foresight for Family Offices
15:40
Tea Break
16:15
Case Study Discussion- Structuring a Family Office
Confirmed:
Ashvini Chopra, ED & Head- Family Office, Avendus
17:30
End of Conference
*Please note that the agenda is subject to change as per the availability of speakers
Aditya Gadge
Founder- Equalif
Founder- Priwexus
Ashvini Chopra
ED & Head- Family Office
Avendus
Rishabh Shroff
Partner
Cyril Amarchand Mangaldas
Co-Head, Private Client
Vijay Dhingra
Partner
Deloitte Haskins & Sells LLP
Associate Partners
Registration for the Priwexus VFO Summit 2023 is only open for independent professionals and representatives of institutions who are actively working in the Family Office Advisory, Family Office Services, Private Client Practice, UHNI Wealth Advisory, Family Office Technology Platforms and other related solutions and services.
Priwexus retains the right to decide whether or not to approve a registration.
For registrations which are approved, the event registration fee once paid is non-refundable.
Registration Fee (Inclusive of GST):
INR 11,800