Topic: Family Offices: Their Role in Shaping Fast-Developing Economies and the World of Tomorrow

Speaker: Rajiv P Kapahi, FCA, Cross functional multi-Industry Leader, Independent Director & Advisory Board Member

Agenda:
This presentation explores their historical evolution, present-day relevance, and compares Single-Family Offices (SFOs) and Multi-Family Offices (MFOs). It further outlines how FOs can adapt to an AI-powered, digital-first global economy by embracing governance modernization, digital automation, and purpose-driven investment strategies. 

1. Executive Summary Family offices (FOs) have transformed from traditional wealth preservation units into strategic engines shaping global and developing economies. 
2. Historical Perspective 
3. Role in Fast-Developing Economies 
4. Sustainable Success Factors & Emerging Challenges 
5. Single vs Multi-Family Offices 
6. Toward a Robust, Win-Win Model 
7. Pathway to an Impactful Future in a Digital World 
8. Conclusion 
9. Q&A

Speaker’s bio:

Proven Areas Of Expertise & Leadership Snapshot:
3+ decades of cross-functional & diverse industry experience in leadership roles with strong track record of progressive performance & repeated success both at Board level & as a hand’s on CXO / CFO across Consulting (E&Y, USA), Office Automation (Ricoh, Japan), FMCG (Gillette, USA), Manufacturing (Owens Illinois, USA), Healthcare (Max, India), IT/ITES (Dell, USA), Life Insurance (DLF Pramerica / Prudential Financial, USA) & Medical Devices (Boston Scientific, USA) sectors. 

Over the years established several Indian entities as subsidiaries, startups / JV’s / also turned around businesses at Global MNC’s & with Indian business houses. Among multiple domain areas & expertise, acknowledged for / as / with:
-  Strategic finance & Business structuring management experience leading to continual wealth creation.
-  Operational headship in delivering excellence together with designing of value accretive analytics.
-  Innovative thinker, business partner, mentor, and an executive coach with a transformational mind-set.
-  Enabler of organizational engagement frames together with apt alignment for accelerated business growth.
-  Co-creator of differentiated plus win-win business models synchronizing every stakeholder’s interest.
-  Driver of operational SOP’s, PnP’s + tax efficiencies & architect of corp. governance & risk mitigation plans.
-  Extensive & deep C-suite relationships across India Inc’ in listed and unlisted companies + professional firms
-  Reputed Team builder with proven interpersonal, collaboration, talent management & diverse professional skills.
-  Innately a value creator, collaborating with multi-domain experts to shape an intelligent + sustainable future. 

Current Active Engagements:
- Country Director – India, SAAZ Micro Inc’, USA (https://saaz.com/, a Deep-Tech company in the imaging field & developing advanced imaging sensors, camera systems and electronics for satellites, drones, and terrestrial use).
- Director – India, ITGlobe Inc’, USA (http://www.itglobe.com/), a marketing and technical advisory platform introducing cutting-edge technologies in the aerospace, aeronautics, defence, electronics, telecom & power sector for India) 
- Founder Director – Parinama Ventures Pvt. Ltd, India & Hong Kong, (A high-integrity platform advancing climate and sustainability goals). Initiating global collaborative investments in innovation-led tech, to drive transformative impact. 
- Founder Director at XCalibrate Global Pvt Ltd, India & USA. (https://sherlocksupercoach.ai/) A startup creating world’s 1st AI powered 24x7 real time Super Coach Bot). Guiding for Capital Raise and Overseas expansion. 
- Member Advisory Board at Kamal MedTech, India (https://www.kamalmedtech.com/) Manufacturer of international quality medical devices, delivering high performance for both doctors & patients in India & overseas). Guiding & building LT Strategy, enabling capital efficient profitable growth, expanding across geographies and co creating value for every stakeholder 
- Board Member - Director at Medidect India Pvt Ltd. (https://www.medidect.com/) Introduced breakthrough German technology (https://www.zyagnum.com/en/company/) making early detection of cancer a reality for India). Engaging to expand in India & Asia via Innovative market reach strategies. • Founder Partner at “All Mighty Advisorie LLP”, India – A Strategy & Investment Collective 
- Trustee & Member – CFO Board, India 
 

Additional Information:
- A value creator, persistently collaborating with multi-domain experts towards an objective to shape an intelligent and sustainable future. An entrepreneur at heart, continually generating opportunities to grow & co-create wealth. 
- Serving as a Director of India offices of few foreign entities & also as co-founder of a few distinguished startups in the space of AI ; Media + Digital Health-tech areas, each with a potential to be a Unicorn and more in the years ahead. 
- Advisor to startup platforms, providing transaction advisory services, through a network of corporates, family offices, venture capital & private equity firms, angel networks, industry bodies and governments. strategizing, mentoring & guiding distinctive and diverse businesses plus enabling cross-border investments. 
- Building bridges & networks across the globe, incubating ideas, mentoring & coaching with a "Let's go do it mindset". Forever, identifying innovative but ascendable new age opportunities to co-invest in, for mutual wealth accretion.