Family Office: Changing Investment Approaches

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Presented by

Prashant Joshi, Co-Founder & Partner, Fintrust Advisors LLP

About this talk

Gone are those days when investors built portfolios on an ad-hoc basis without any real grasp of the investment strategy. Instead, they have understood that having the right investment style and strategy blend – the one that's right for you – significantly improves your chances of success and is required for an All-Weather Portfolio. And rightly so, as 'how' you invest is as important as 'what' you invest in. Family offices and high net worth individuals are changing the investment framework and strategies at the portfolio level targeted toward creating an all-weather portfolio. The objective of an all-weather portfolio is to withstand the vagaries of economic, business and asset cycles. They are moving away from a single investment style or a buy and hold framework to a multi-investment style or core and satellite framework. Join us on May 13, 2022, at 4 pm as Prashant Joshi, Co-Founder and Partner, Fintrust Advisors, will take us through how family offices are managing their client wealth.

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