Agenda
8.40am
Registration
9.00am
Welcome Address
Chief Executive Officer & Founder
Hubbis
9.05am
Panel Discussion
Maximising India’s family wealth opportunity
Chair
Chief Executive Officer & Founder
Hubbis
Panel Members
Managing Director & Head - Wealth Planning
RBS Private Banking
Founder & Chief Executive Officer
Ffreedom Wealth Solutions
Chief Executive Officer
IIFL Investment Adviser and Trustee Services
9.55am
Presentation
HNI customer engagement - growth with harmony
Managing Director
Evergreen Family Business Advisors
The biggest challenge faced by senior wealth managers is how to penetrate new HNI customers, ensure their engagement and build a close relationship with them. Sunil is a well-known expert in handling the concerns of HNIs in the family business space, in the areas of continuity planning and creating shareholders agreements dealing with the management of growth and ownership related issues.
10.25am
Refreshments & Networking
10.55am
Panel Discussion
Meeting the needs of wealthy families
Chair
Chief Executive Officer & Founder
Hubbis
Panel Members
Senior Vice President - Family Office
IIFL Private Wealth Management
Executive Director
Centrum Wealth Management
Senior Vice President & Head - Investment Advisory & Products
Alchemy Capital Management
Chief Investment Officer
Waterfield Advisors
11.55am
Presentation
Important parameters while choosing an offshore jurisdiction for UK and Europe investment/business
Partner
Khaitan & Co
• What are the parameters?
• Best-in-class IFC
• UK property-buying proposition
• Examples
12.25pm
Panel Discussion
Family offices: when, why, and how?
Chair
Chief Executive Officer & Founder
Hubbis
Panel Members
Managing Director
Nerine Advisory Services
Founder and Chief Executive Officer
BlueOcean Capital Advisors
Co-founder & Director
Metis Family Office
Chief Executive Officer
Value Plus
Chief Investment Officer
Waterfield Advisors
1.10pm
Lunch
2.00pm
Panel Discussion
Putting in place the right solutions and structures
Chair
Partner - Tax & Regulatory Services
Panel Members
Senior Vice President - Sales Strategy and Digitisation
ICICI Prudential Life Insurance
Head - Private Client Practice & Senior Member, International Tax Practice
Nishith Desai Associates
Managing Partner
SNG & Partners
Principal Advisor - Estate Planning
Kotak Mahindra Trusteeship Services
Managing Director & Chief Executive Officer
Universal Trustees
2.50pm
Presentation
'Strategy - Philanthropy on Steroids'
Executive Director & Co-Founder
Innovaid Advisory
3.10pm
Refreshments & Networking
3.35pm
Panel Discussion
Facilitating smooth inter-generational wealth transfer
Chair
Chief Executive Officer
IL&FS Trust
Panel Members
Head - Private Client Practice & Senior Member, International Tax Practice
Nishith Desai Associates
Founder
Veritas Legal
Managing Director, Director - Estate Planning
Amicorp Group
Proprietor
T.P.Ostwal & Associates
Partner
Khaitan & Co
International Liaison Partner & Head - Transaction Advisory Services
BDO (MZSK)
4.30pm
Panel Discussion
Philanthropy – how can you help make the most impact?
Chair
Executive Director & Co-Founder
Innovaid Advisory
Panel Members
Founder
Samhita
Consultant
Dasra
Partner
Unitus
5.00pm
Forum Ends
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