Post by Santosh Keni

It’s taken me a while to write the next piece in my series... partly because I didn’t want to rush it and partly because I needed to feel the spark again. That spark came last weekend at an investment retreat. The result is this article: Investment Management 2.0: Reimagining the Family Investment Strategy. I have shared from personal experience, opinions, client journeys and governance frameworks I’ve seen work and fail. I hope you find it both enjoyable and useful. Would love your thoughts, feedback, and shares. #FamilyOffice2.0 #FamilyOffice #InvestmentStrategy #Governance #GenerationalWealth #CapitalStewardship #InvestmentCommittee #LegacyPlanning #UHNW #WealthManagement #IPS #InvestmentPhilosophy #SantoshKeniWrites