PRIWEXUS - Key Persons

Job Titles:

• CEO
• Co - Founder
• Founder
• Founder & CEO of Equalifi
• Founder & Principal Advisor of the Indian Association of Alternative Investment Funds
• Member of the Editorial Board of International Family Offices Journal

areas of expertise Business transformation Restructuring and turnaround Integration Growth strategy M&A transaction support education MBA, Rotterdam School of Management, Erasmus University BS, engineering, Technical University of Denmark MBA, Rotterdam School of Management, Erasmus University Aditya is the Founder & CEO of Priwexus- the Indian Private Wealth Network. A recognized pioneer in the private wealth, alternative investments and family office education space, Aditya provides strategic direction to Priwexus and leads it's overall development. Aditya also holds the following positions Aditya is the Founder of Priwexus. Aditya also holds the following positions Aditya is the Founder & CEO of Equalifi - a global membership organization for financial services organisations and professionals. A recognized pioneer in the private wealth, alternative investments and family office education space, Aditya provides strategic direction to Equalifi and leads its overall development. Aditya is also the Founder & Principal Advisor of the Indian Association of Alternative Investment Funds (IAAIF) and the Founder of Priwexus - the Family Office Membership Community. Aditya has 18 years of experience in the Financial Services sector in varied disciplines like Wealth Advisory, Financial Education, Consulting, Strategic Planning & Brand Building. Aditya has done his Masters in Human Resources, Masters in Economics and is a Certified Financial Planner. A prolific writer, he has been regularly contributing to the various business, financial and education publications. Aditya is a member of the editorial board of International Family Offices Journal (UK) and has co-authored 2 books on Credit Research and 1 book on Global Family Offices.Aditya currently serves as a Member of SEBI's Alternative Investment Policy Advisory Committee (AIPAC) and also as a Member of the Investment Council of Niti Aayog's Women Entrepreneurship Platform (WEP). Aditya is a Member- Occupational Standards Committee of the BFSI Sector Skills Council and is also a Member- Capital Markets Committee of Indian Merchants' Chambers (IMC). Aditya is also a Mentor with some of the leading global start-up accelerators.

Job Titles:

• Co - Founder & Executive Director, Private Wealth Network ( PWN )
• Co - Founder and Executive Director of the Private Wealth Network

Alan is a Co-Founder and Executive Director of the Private Wealth Network, having previously founded and run an events and media business catering to high-end corporate and private clients. Prior to this Alan worked with the CEO Forum Group in Australia, after seven years with The Economist Group in Japan, Europe, the Middle East and Africa facilitating government and industry dialogues. Alan additionally provided commentary on economic and business matters as well as running conference and corporate membership businesses. He holds an MBA from the Philadelphia based Temple University Executive MBA program (Tokyo Campus) and a Bachelor of Arts from Newcastle University. Alan is interested to impact long-term thinking, reflected in the work of the Private Wealth Network and its sister organisation, the 3 Pillars Network.

Job Titles:

• President of Family Office Exchange
• President, Family Office Exchange ( FOX )

Alexandre Monnier is President of Family Office Exchange (FOX), a global organization that helps wealthy families and their advisors master the unique challenges inherent to wealth ownership. He oversees FOX globally and has extensive experience in creating, marketing, and delivering premium services to families of wealth in wealth management, private aviation and healthcare industries - in the U.S and internationally. He joined FOX from PinnacleCare, a leader in private health advisory services, where he led the development of the business in the U.S. and in Europe. Earlier Alexandre ran Skyjet, Bombardier Aerospace's private jet charter business. Previously, he has spent 10 years as a Management Consultant serving firms internationally. He started his career in finance with Societe Generale. Alexandre is a graduate of ESCP Europe, one of Europe's leading business schools. He has been a member of Young Presidents' Organization since 2005.

Job Titles:

• Partner, Withers Law Firm

Babetta von Albertini focuses her practice on international trusts and estates planning for private clients. Babetta is Vice Chair of STEP New York and Chair of the Events Committee. She particularly enjoys working with large international families on multi-generational planning, with a focus on governance matters for closely held businesses. Babetta is a dual qualified common law/civil law attorney (admitted to the bars of New York and Zurich, Switzerland) and holds a Tax LLM from NYU. Babetta holds an FFI certificate on Family Business Advising. She has over 10 years of international cross-border estates planning experience and three years of international cross-border capital markets experience. She has worked and lived in New York, London, Hong Kong and Zurich. She has over 10 years of international cross-border estates planning experience and three years of international cross-border capital markets experience. She has worked and lived in New York, London, Hong Kong and Zurich.

Job Titles:

• Advisor - Family Businesses and Family Offices
• Global Leader
• Writer

Barbara Hauser is a recognized global leader on the subject of family offices. A lawyer by background (Wellesley College and the University of Pennsylvania Law School) she has represented wealthy families for more than 30 years. She is the Advisory Editor of the Family Offices handbook, by ATEP and Globe Law and Business Publishing, and is the Editor-in-Chief of the new quarterly journal The International Family Offices Journal published in London. Based in the United States she has advised families and their advisors in a number of countries, including Saudi Arabia, on creating and improving their family offices. She is on the Spears 2017 list of top Family Office Advisors. Barbara is a prolific writer: books include International Estate Planning, International Family Governance, Saudi-Girl Barbara and she is a contributor to Trusts in Prime Jurisdictions as well as the Family Offices handbook. Several of her articles can be downloaded from www.brhauser.com. Barbara also chairs the international committee for the U.S. journal Trusts & Estates and founded the Linked In group "International Family Governance. She helps families create Family Constitutions, Family Councils, and Family Offices, and also provides an independent evaluation of family trust documents. She enjoys helping families create family offices that meet their specific needs. She is an independent Board member of the Pitcairn Company, a leader in the family office industry. Barbara has received many awards and is active in The International Academy of Estate and Trust Law, l'Union Internationale des Avocats, the American College of Trust and Estate Counsel, the Wealth Advisors Forum and the Collaboration for Family Flourishing. Barbara is a frequent speaker for groups in several countries, including as keynote speaker for the First Annual Family Offices Summit in India.

Job Titles:

• Advisor - Family Businesses and Family Offices

Dr. Jaffe, a San Francisco-based advisor to families about family business, governance, wealth and philanthropy, recently completed the working paper Releasing the Potential of the Rising Generation, and Good Fortune: Building a Hundred Year Family Enterprise, published by Wise Counsel Research, based on his current research with global multi-generational family enterprises. He is author (or co-author) of Cross Cultures: How Global Families Negotiate Change Across Generations; Stewardship in your Family Enterprise: Developing Responsible Family Leadership Across Generations, and Working With the Ones You Love, as well as management books Rekindling Commitment, Getting Your Organization to Change and Take this Work and Love It. His global insights have led to teaching or consulting engagements in Asia, Europe, the Middle East, and Latin America. In 2005, he received the Beckhard Award for service to the field from the Family Firm Institute. He has a B.A. degree in Philosophy, M.A. in Management, and Ph.D. in Sociology, all from Yale University, and is professor emeritus of Organizational Systems and Psychology at Saybrook University in San Francisco.

Job Titles:

• Partner
• Co - Head of Japan Desk
• Co - Head of the Private Client Practice at the Firm
• Director and Senior Member of ‘STEP Estate Planning India Private Limited
• Partner in Cyril Amarchand Mangaldas

Rishabh Shroff is a Partner in Cyril Amarchand Mangaldas. He is based in the Mumbai office of the Firm, and also spends significant time in the Firm's New Delhi office as well. After completing his LL.B at the London School of Economics, London, he joined the Firm in September 2007. He was admitted as an advocate in the Bar Council of Maharashtra & Goa (India) in 2007. He is also a Solicitor, Supreme Court of England & Wales. He is the Co-Head of the Firm's Japan Desk, and works very frequently with Japanese clients. He has been part of the Japan Desk for over 7 years, and during this time has advised a number of leading Japanese and international companies on their investments into India. He is responsible for managing the Indo-Japanese transactions handled by the Firm, and for building and maintaining relationships with its clients in Japan. Rishabh is Co-Head of the Private Client practice at the Firm, specializing in family constitutions and settlements, trusts, wills and succession planning. He provides succession, taxation, estate and wealth planning advice for wealthy individuals and their families, who are often promoters of large family businesses. He also provides related advice to trustees and other private client service providers, such as family offices and institutional / corporate trustees. Rishabh is currently advising on the creation and management of a number of domestic trusts, and has experience of advising both trustees and beneficiaries in relation to their relative rights, responsibilities and obligations. He is experienced in the drafting and creation of inter-vivos trusts and their constitutional mechanisms, and has experience in dealing with complex issues such as settler reserved powers, protector powers and appointment mechanisms. He also frequently advises on complex issues arising under the Indian exchange control regime (including in respect of NRIs and foreign trusts and companies), SEBI Takeover Regulations and the SEBI Listing Agreement. Rishabh is involved in the setting up and administration of a number of bespoke private trust companies in India. He also advises on a number of charitable and philanthropic endeavors, including on India's Corporate Social Responsibility regime. Rishabh is a Director and senior member of ‘STEP Estate Planning India Private Limited', the Indian Chapter of the Society of Trust Estate Practitioners (STEP). He is also a member of STEP. He is a Committee member of the Confederation of Indian Industry (CII) Western Region Family Business Sub-Committee. He is a member of the Confederation of Indian Industry Family Business Network. He is a member of the Family Firm Institute. Rishabh was recently ranked as BAND 1 by the prestigious Chambers & Partners Chambers HNW 2016 Guide. Rishabh was recently awarded the ‘Private Client Lawyer of the Year 2015' award by the prestigious publication, ‘The Asian Lawyer' in November 2015. He was awarded the ‘Rising Star' Award at the ‘Legal Era Gennext Congress & Awards' in March 2016. He is the General Editor of enTrusted, the Firm's flagship and bespoke publication on family business, estate and succession planning. He is also the General Editor of ‘Shinkansen to India', the Firm's flagship and bespoke publication dedicated to its Japanese clients.