Build Your Single Family Office Workshop
Priwexus’s Build Your Single Family Office: Design & Strategy Workshop” is exclusively designed for Priwexus Members ( Family Business & Single Family Office categories), 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.
Who Should Attend?
- Ultra-High-Net-Worth Individuals & Families
- Entrepreneurs & Business Owners
- Next-Gen Family Business Leaders
- Single Family Office Principals
Key Objectives:
Understand the SFO Landscape
Core functions, legal structures, and global best practices.
Design a Custom SFO Framework
Aligning family goals with operational, investment, and governance models.
Develop a Strategic Roadmap
From setup to scaling, risk management, and intergenerational transition.
Avoid Common Pitfalls
Regulatory, operational, and family dynamics challenges.
Network with Peers & Experts
Interactive sessions with leading SFO advisors, legal experts, and wealth managers.
08:30
Registration
09:00
Single Family Office Fundamentals
09:45
Single Family Office Feasibility Analysis: Build/Borrow/Buy Decision Framework
10:30
Break
11:00
Deep Dive: Governance Models for Multi-Generational Families
11:45
Retaining Family Essence in Family Business
12:30
Succession Planning Structures
13:00
Lunch
14:00
Investment Frameworks & Risk Masterclass
14:45
Administrative, Philanthropy and Lifestyle Management
15:15
Break
15:30
Tech Lab: Digital Infrastructure for Modern Family Offices
16:30
Simulation: Managing a Family Crisis Scenario
17:00
Clinic: Create Your Single Family Office Blueprint
*Please note that the agenda is subject to change as per the availability of speakers
To be announced
To be announced
“Build Your Single Family Office Workshop” is an exclusive, by-invite event for the Priwexus Members (Business Family and Single Family Office categories only).
All non-members who wish to participate in this workshop must match our membership criteria, must be pre-approved for access by the Priwexus team and pay the workshop fee.
If you are not a member yet and are interested in attending this workshop, please register your interest on the link given below.