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