Speaking & Media

On stage, on camera, on the record.

International keynotes, professional education and private workshops across six continents, focused on wealth architecture, continuity, PPLI, family governance and the conversations that help clients make clearer decisions.

500+Lectures & keynotes
56Countries
6Continents
11M+YouTube views
MDRT Annual Meeting featured speaker (2017, archived in the MDRT library) · NAIFA keynote, Anaheim (2026) · Visiting professor at universities worldwide
Signature Topics

What Dr. Sanjay speaks about.

01

Asset structuring for HNW clients

Why the wealthy are shifting from returns to control, and how advisors can lead that conversation.

02

The architecture of continuity

What separates families that survive generational transition from those that fragment.

03

PPLI & the §7702 framework

Turning a complex legal structure into a conversation a family can act on.

04

Communicating complex financial ideas

How professionals can turn technical structures into clear, ethical and useful conversations for families.

Selected Stages

Where he has recently spoken.

MDRT Annual MeetingNAIFA · AnaheimFamily Office Forum · DubaiFamily Office Forum · LondonFamily Office Forum · New YorkWealth for Good · Hong KongIDA World Chinese ConferenceTIGER 21University of Dubai
Watch

From a body of work watched worldwide.

Selected talks and educational episodes, part of a free channel with 11M+ views and 134,000+ subscribers.

Invite Dr. Sanjay

Bring the conversation to your stage.

Keynotes, workshops and panels for conferences, insurers and family-office gatherings.