In the second of our Family Office Leaders – Interview Series, we are delighted to share with you an insightful interview with Khaled Said (Managing Partner, Capital Generation Partners).

We spoke to Khaled Said, Managing Partner from CapGen on the importance of setting a spending strategy to work alongside your investment strategy. Both trustees and beneficiaries can improve investment portfolio outcomes by implementing a strategic approach to spending – the impact of a few small changes can be really quite significant and Khaled will share some useful insights over the course of the discussion.

Have you considered the following…?

• What things can SFO’s take into consideration when it comes to spending?
• Why should investors focus more on their spending strategy?
• What are the drawbacks of reducing spending?

Take this opportunity to gain free information and insight form the Leaders in the Family Office Investment world.

Add your details to receive access to the interview.

Khaled Said, Managing Partner, Capital Generation Partners