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Shanu Sherwani: wealth preservation to institutional-grade investing

in-house investment teams, direct private market and performance discipline, blending wealth preservation, entrepreneurship and institutional rigor.

Shanu Sherwani: wealth preservation to institutional-grade investing
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In this conversation from the Family Offices & Asset Management Summit, Shanu Sherwani, CIO at Kneip Management, shares how modern family offices have evolved into true institutional investors.

From in-house investment teams and direct private market access to long-term performance discipline, he explains why wealth preservation today goes hand in hand with active portfolio construction, co-investments, and entrepreneurial value creation.

He also highlights how liquidity management has become a strategic lever in today’s private markets and why performance in public assets increasingly fuels long-term private investments and impact strategies.

A sharp and insightful perspective on the new generation of family office investing.

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