Best Investment Portfolio for the Uncertain Times Ahead

One of the biggest causes of anxiety in successful people over 40 is how to structure their portfolio to be future-proof.

I'm a wellness and life coach regularly indulging in R&D. As a result IPR forms a majority of my assets. I'm also a certified risk manager.

I run a family office with AUM that might be negligible in comparison with the big boys, but I'm certain working in the same environment is the reason we share similar challenges.

I'm fully aware that I'm opening the Pandora box here.

The single biggest challenge family offices face today is the (mental) health of the next generation.

Anxieties and addictions are the most common problems in the second and third generations. Expensive schools and universities do not help. In fact they might be the reason for anxiety and a perfect environment to develop addictions. Perfection as a standard and authenticity portrait as something you should be ashamed of.

Forget ESG. If you want a long-term sustainable investment policy you need (mentally) healthy people running the show.

Your kid's mental health starts with your mental health. If you don't practice attending therapist or coach once a week and you don't discuss it with your kid, your kid will have no role model.

If you are not paying attention to what you eat, you are overweight and your fitness level is not adequate you will have a hard time aspiring your kids to be healthy and fit.

Mental and Physical Health should become a top value.

If your idea of fun is getting high and drunk in some exotic destination, don't expect your kids to be much different.

And now back to portfolio management.

Every experienced portfolio manager knows that compliance is a must even if it makes managing a portfolio more expensive. On the other hand, compliance enables family offices to access opportunities that are not available to individual investors.

If you want to be future-proof start investing in the health of portfolio managers and the health of individual members of the family office and their kids.

The ancient Latin proverb goes Mens sana in corpore sano (usually translated as "a healthy mind in a healthy body" ). Modern neuroscience has confirmed that the decisions of a healthy individual are much different than the decisions of overweight or people with disturbed mental equilibrium.

Let me conclude with the best investment advice for 2024 and beyond.

Regardless of how you made your money and where you are investing in. You should start diversifying and including the health of all stakeholders in your process as a top priority - the highest value if you want. Healthy food and fitness are gaining popularity fast, while mental health is only often only considered when an individual becomes unable to function in society.

Be ahead of the curve and invest in mental wellness, where competition is almost non existing and future returns are guaranteed.

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