Managing Partner | Executive Committee | Head Wealth Management | Family Office | External Asset Management
𝐇𝐨𝐰 𝐒𝐰𝐢𝐬𝐬 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐁𝐚𝐧𝐤𝐬 𝐓𝐮𝐫𝐧 𝐂𝐨𝐦𝐩𝐥𝐞𝐱𝐢𝐭𝐲 𝐢𝐧𝐭𝐨 𝐂𝐥𝐚𝐫𝐢𝐭𝐲 #Wealth erosion, #succession worries, and overwhelming #complexity — Michael Welti of Banque Heritage explains in seven key points how Swiss Private Banks address the typical stress factors faced by wealthy families https://lnkd.in/dyTWUF_u Banque Heritage #SwissBanking #WealthManagement #Finance
Very well put Michael! What resonates most strongly is the emphasis on family dynamics and succession challenges—where the role of private banks becomes truly invaluable. Not merely as financial advisors, but as trusted partners in fostering intergenerational harmony and guiding families through the complexities of legacy planning.
Thank you very much for your Input.
Very well expressed indeed, Michael!
Co-Founder of 6 Degrees MotorSport/Fractional Chief Revenue Officer/Business Advisory/Consultancy Services
2moThanks for sharing, Michael