Conduct is a Swiss-based wealth-planning and trust firm serving wealthy families with complex, cross-border needs. Combining family advisory, family office, and fiduciary services, the firm helps clients steward both the tangible and the relational dimensions of wealth. Ownership of the company is structured to reflect shared stewardship and participation across the Conduct team, fostering a culture of continuity, collective responsibility, and collaborative leadership-with a spirit of joy. Conduct's interdisciplinary team blends legal, fiduciary, and human insight, using proprietary visual models to guide families through the complexities of wealth. Atlas of Wealth Planning reflects that approach.

Titel
The Conduct Atlas of Wealth Planning
Untertitel
Tools and Perspectives for Thoughtful Families and Their Advisors
EAN
9783038756842
Format
E-Book (pdf)
Digitaler Kopierschutz
Wasserzeichen
Dateigrösse
10.3 MB