Agenda
 

8.40am

Registration

 

9.00am

Welcome Address

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

9.05am

Panel Discussion

Maximising India’s family wealth opportunity

 

  • What are the main opportunities in India around succession planning and wealth structuring?
  • How would you articulate the size of this opportunity – and how has it evolved in recent years?
  • What are the different segments of family wealth – and how are they growing?
  • What does this mean for finding the right solutions and approaches to deal with each one?
  • What are different types of families interested in – both from a wealth structuring / transfer perspective, as well as investment point of view?
  • What trends are you seeing in the types of families engaging advisers? How do they want to do so?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel Members

 

Sonali Pradhan

Managing Director & Head - Wealth Planning

RBS Private Banking

 

Sumeet Vaid

Founder & Chief Executive Officer

Ffreedom Wealth Solutions

 

Girish Venkataraman

Chief Executive Officer

IIFL Investment Adviser and Trustee Services

 

9.55am

Presentation

HNI customer engagement - growth with harmony

 

Sunil Shah

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

 

  • What opportunities does the wealth in India present to firms offering wealth planning and structuring services?
  • Where does the new business come from?
  • How can you position your offering to reach out to families?
  • How can you monetise this opportunity?
  • Is it important to be independent if you are offering advice to the family?
  • What are the challenges the industry faces in making the most of the big growth in family wealth?
  • What are the hurdles in relation to KYC and compliance?
  • How do you manage the balance between onshore and offshore wealth?
  • What’s missing in the education, understanding and engagement from advisers?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel Members

 

Himadri Chatterjee

Senior Vice President - Family Office

IIFL Private Wealth Management

 

Arpita Vinay

Executive Director

Centrum Wealth Management

 

Rupesh Nagda

Senior Vice President & Head - Investment Advisory & Products

Alchemy Capital Management

 

Munish Randev

Chief Investment Officer

Waterfield Advisors

 

11.55am

Presentation

Important parameters while choosing an offshore jurisdiction for UK and Europe investment/business

 

Bijal Ajinkya

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?

 

  • How have family offices developed in the West? To what extent is this appropriate for the Indian market?
  • Is there anything unique that supports or hinders the growth of family offices in India?
  • Does a lack of a definition of family offices in India impair the industry in any way? If so, how?
  • How should clients determine whether a SFO or a MFO is right for them?
  • What are the misconceptions and pitfalls of having a family office?
  • Family office adviser Vs private banker: who offers better value?
  • How should clients make the best use of a family office?
  • What sort of governance framework is required? Why is this important?
  • What are the issues with personal succession & exiting a family business?
  • How do family offices help families decide when and how to sell a part of their business?
  • How will Indian family offices evolve in the next 5 years?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel Members

 

Pranav Khanna

Managing Director

Nerine Advisory Services

 

Nipun Mehta

Founder and Chief Executive Officer

BlueOcean Capital Advisors

 

IAS Balamurugan

Co-founder & Director

Metis Family Office

 

H P Shah

Chief Executive Officer

Value Plus

 

Munish Randev

Chief Investment Officer

Waterfield Advisors

 

 

1.10pm

Lunch

 

2.00pm

Panel Discussion

Putting in place the right solutions and structures

 

  • What should families be aware of in terms of estate and succession planning?
  • What can individuals do to protect their assets from creditors?
  • What are the issues business promoters and families should consider with regard to legacy, estate & succession planning, and tax planning?
  • What processes must be in place in order to ensure smooth transition of the wealth to the next generation?
  • How should wealth managers approach conversations with clients around structuring their wealth & legacy?
  • What due diligence and selection process should clients go through then choosing a service provider?

 

Chair

 

Pranav Sayta

Partner - Tax & Regulatory Services

Ernst & Young

 

Panel Members

 

Sujeet Kothare

Senior Vice President - Sales Strategy and Digitisation

ICICI Prudential Life Insurance

 

Shreya Rao

Head - Private Client Practice & Senior Member, International Tax Practice

Nishith Desai Associates

 

Rajesh Narain Gupta

Managing Partner

SNG & Partners

 

Gautami Gavankar

Principal Advisor - Estate Planning

Kotak Mahindra Trusteeship Services

 

Ashvini Chopra

Managing Director & Chief Executive Officer

Universal Trustees

 

2.50pm

Presentation

'Strategy - Philanthropy on Steroids'

 

Emily Harrison

Executive Director & Co-Founder

Innovaid Advisory

 

  • Clarify the differences and synergies between Philanthropy, CSR and Impact Investing (which are all pertinent to HNI Philanthropists)
  • Why is a Strategic Approach to philanthropy needed, and how does it make a difference? 
  • The Power of 'Focus' and 'Passion' in devising Philanthropy strategy
  • Introduction of '6 Pieces of the Pie' model for Family Foundations
  • The impact and effects of Professionalising and Structuring Philanthropy.

 

3.10pm

Refreshments & Networking

 

3.35pm

Panel Discussion

Facilitating smooth inter-generational wealth transfer

 

  • How can a family devise their trust structures to counter issues stemming from disputes, divorce and other challenges?
  • How do discretionary trust help families in India?
  • What are the major loopholes or failings in the Trust Act in India?
  • How are the concepts of citizenship and residency planning influencing market opportunities?
  • What impact are the tougher regulatory and tax frameworks, in India and globally, having on what structures and solutions are appropriate?
  • How are some of these challenges going to develop?
  • What’s the real likelihood of inheritance tax being introduced – and what does this mean for you and your clients?
  • What are the implications for the new Automatic Exchange of Information regime?
  • Where are the jurisdictions of choice for Indian families? What do these offer which others don’t?

 

Chair

 

Navita Yadav

Chief Executive Officer

IL&FS Trust

 

Panel Members

 

Shreya Rao

Head - Private Client Practice & Senior Member, International Tax Practice

Nishith Desai Associates

 

Abhijit Joshi

Founder

Veritas Legal

 

Tariq Aboobaker

Managing Director, Director - Estate Planning

Amicorp Group

 

T P Ostwal

Proprietor

T.P.Ostwal & Associates

 

Bijal Ajinkya

Partner

Khaitan & Co

 

Zulfiqar Shivji

International Liaison Partner & Head - Transaction Advisory Services

BDO (MZSK)

 

4.30pm

Panel Discussion

Philanthropy – how can you help make the most impact?

 

  • New Trends in Philanthropy and the emergence of a new generation of philanthropists taking an innovative approach to philanthropy. 
  • The implications for intergenerational transfer and alignment of philanthropic goals between generations.
  • The desire to create a Family Legacy and the pro's and con's of engagement.
  • Tax and Financial Implications
  • Reputational benefits and Goodwill generated from Philanthropy.
  • Proactive vs Reactive (Strategic vs Adhoc) approaches to Philanthropy

 

Chair

 

Emily Harrison

Executive Director & Co-Founder

Innovaid Advisory

 

Panel Members

 

Priya Naik

Founder

Samhita

 

Neeta Saraogi

Consultant

Dasra

 

Srikrishna Ramamoorthy

Partner

Unitus

 

5.00pm

Forum Ends

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