Family Office Summit India 2017

Aditya Gadge

AIWMI is delighted to announce the 5 th annual Family Office Summit India (FOSI17) on September 6 th , 2017 in Mumbai.

With over 400 Ultra and High Net-Worth Individuals and Family Office Executives every year, the Family Office Summit India is the country’s largest wealth management & family office event held annually in Mumbai. This prestigious conference provides an annual meeting place for the Indian High Net-Worth Families, Single Family Offices , Private Investors and Thought Leaders. The conference’s continuing success since its inception testifies to the coming-of- age of Indian family office community and the need for an effective cross-learning and networking forum.

This prestigious Summit, year after year has presented a prolific forum to uncover how wealthy families are handling many of their most pressing issues and challenges including their key objectives, investment styles and management of philanthropic activities, as well as encouraging the next generation, compensating executives, retaining trusted employees—and more.

In India the ranks of the wealthy are expanding albeit at varying paces depending on the region and the business sector. As the number of ultra-high- net-worth families proliferates, so are the single and multi-family offices designed to serve them. With this sudden surge, an education & networking gathering like FOSI has become a necessity for all the stakeholders.

As is the case every year, the agenda of FOSI17 has been designed by family offices for family offices and it deals exclusively with specific topics for UHNWI and Family Offices, with a focus on Family Governance, Family Office Operations, Investments & Philanthropy. FOSI17 will continue to explore the best ways to map out their portfolios with a wide variety of investment topics including property investing, private equity, and impact investing as well as risk management and mitigation. Through an eclectic mix of keynote addresses, panel discussions, case studies and showcases this event will provide its delegates thought-provoking insights and best practice tips in the industry.

Launch of ‘Priwexus’ – FOSI2017 will witness the launch of Priwexus- the membership forum for Indian Single Family Offices and business families being set up by AIWMI. Priwexus will be an exclusive, by-invite membership forum focusing on various areas of interests of prominent business families like family office, family governance, succession planning, investments, gen-nex education etc.

Promise of a Dynamic Flow of Events

Akin to the success of the preceding summits in the years 2013 to 2016, this summit promises to bring more to the table. The CEO of the Association of International Wealth Management of India, Aditya Gadge has said

Indian Family Office segment has grown significantly over the last few years. With more than 90 SFO and 25 MFOs in the country today, this segment is just about to take off. We expect these numbers to be more than 5 times over the next couple of years.

This is the second year ah! Ventures is participating in this Summit and as one of the major stakeholders in the Indian alternative investment space is expected to add a lot of value to the content and proceedings. CLUB ah! comprises over 200 potential investors with investment power ranging from USD 100,000 to USD 1 million each.

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