In wealth management, we usually talk about investments, real estate, or inheritance. Yet an equally important aspect of your finances takes place in everyday situations, whether in a store or during an online purchase. Debit or credit, which card should you use? Making the right choice can save you much more money than you might think.
Wealth is rarely built in a straight line. It evolves through the different stages of life, professional developments, income growth, family circumstances, and unexpected events.
We were pleased to join leading voices from the wealth management and family office community in Geneva.
When choosing a wealth manager, should performance be the only criterion? The question is a legitimate one. But it remains incomplete. While performance is easy to measure, it does not, on its own, tell us where value is truly created.
Communicating a financial strategy is not always straightforward. Between investment scenarios, financial projections, performance indicators and risk analyses, it can be challenging for clients to quickly grasp the key elements.
In Switzerland, inheritance taxation falls within the competence of the cantons, resulting in a wide diversity of tax regimes. In this context, Geneva stands out with a system that is both protective of families and, in certain cases, particularly advantageous by international standards.
