Wealth Management Workshop: Family Office
Aug 10, 2022
11:00 AM - 04:00 PM (Asia/Kolkata)
Boundary hall, G Block BKC, RG - 2,Bandra East,
Mumbai,400051 View map →

This event has ended. Please contact organizer for more details.

Report Issues

Wealth Management Workshop: Family Office 

Corporate India is getting richer. And older too. More than 90% of India’s businesses are family run. Many of the promoters for these businesses are ageing and are without a succession plan. Family office services and succession planning are niche growth areas within wealth management. Practitioner oriented expert knowledge in these areas is difficult to get.

To help nurture talent on these topics, we are offering a specialized workshop on 10th August, 2022 at Boundary hall, MCA, BKC . The full day workshop will provide an in-depth understanding on succession planning and family office businesses. Veteran experts in this field – Ashvini Chopra and Rajesh Gupta will lead the sessions. Detailed learning outcomes here.

Rajesh Gupta : “ Understanding Succession Planning – A unique engagement tool with HNI / UHNIs and Business Families”

  • Review of their existing business structure – India and overseas – Deficiency in legal compliances if any; optimising corporate governance issues impacting their optics and valuations and also Tax Efficiency;
  • Succession planning on their businesses if the next generation is not interested – professional management – Esops etc;
  • Structuring of family trusts to address issues around – succession / Estate duty / Ring Fencing and bankruptcy remote vehicles / Disability situations / Marital discords etc.
  • Suggestion on Wills / their execution / videography and registration;
  • Family conflicts – resolution mechanism;
  • Family Constitution / Family Council – need and issues to be covered.

Ashvini Chopra: “Structuring the Family Office”

  • Family Office Type
  • Different if 1st Gen v/s later gen
  • Different if there is no family business v/s single v/s multiple businesses
  • Different if the geographical spread is high
  • Need for Confidentiality – move from embedded family office to multi family office to single
  • Prime focus – Wealth preservation v/s succession planning v/s business growth


Registration details:

IWMC Participants: Free

Register fast! Seats are limited and will be offered on a first-cum-first served basis.

  1. ​Boundary hall,
    G Block BKC, RG - 2,Bandra East, ,
    Mumbai, Maharashtra, 400051
    View map →

Organiser : CFA Society India .

Write to: Annlin -

Explara uses cookies to enhance your experience. By using our site, you agree to our privacy policy.

Wealth Management Workshop: Family Office

Ask Organiser

Report spam or issues