Conduct

We’re excited to publish our latest issue of Notes on Wealth Planning next week. Subscribe now to make sure it lands in your inbox: https://conduct.swiss/ #wealthplanning #successionplanning #wealthplanningwithpurpose

Is a gift ever just a gift? When a relationship is shaped by wealth and succession, can giving ever really be straightforward? Learn more with our Picturesque Aphorism on the act of giving: https://lnkd.in/dtfheBbg #wealthplanning #successionplanning #wealthplanningwithpurpose

New schools. New universities. New challenges. For children and young adults, September is a month of change. For those born into wealthy families, those challenges can be unique. We spoke to Jessica McGawley, founder of Dallington, a mentoring practice that works with young adults of wealthy families, on how to navigate these challenges. Read more: https://lnkd.in/eSMevnj8 #wealthplanning #successionplanning #wealthplanningwithpurpose

Your Wealth Challenges How do you find an advisor you can trust? There are guiding principles to follow, beyond the technical capabilities or reputation of a person. Explore further our Wealth Challenges: https://lnkd.in/dCiraZaw #wealthplanning #successionplanning #wealthplanningwithpurpose

As many of us enjoy a well-earned summer break, we ask: how can entrepreneurs and founders achieve true work-life balance? Learn more with our Picturesque Aphorism: https://lnkd.in/ddnjCadR #wealthplanning #successionplanning #wealthplanningwithpurpose 

How can wealthy families maintain motivation and resilience through the generations? Explore our latest Picturesque Aphorism to find out – with insights drawn from Thomas Mann’s family epic Buddenbrooks: https://lnkd.in/dEKjFPSc #wealthplanning #successionplanning #wealthplanningwithpurpose 

“I always encourage members of my team to imagine how they would feel if they were the client – and if they had little understanding of the regulatory environment.” We spoke with our new Partner Nadina Hediger about her journey so far – and why empathy and understanding are essential to her approach. Read our interview with Nadina: https://lnkd.in/dFV_xTJu #wealthplanning #successionplanning #wealthplanningwithpurpose 

We’re thrilled to announce Nadina Hediger as our partner. Nadina joins us with almost 25 years of experience with leading wealth advisors and financial institutions. She combines technical expertise with a deep understanding of the emotional aspects of wealth planning. Welcome to the team, Nadina! Learn more about Nadina: https://lnkd.in/d-QaqZWE

The strategies. The emotions. The art. The complexities of wealth planning are well-known. With Notes on Wealth Planning, we offer strategies and ideas to navigate those complexities. Subscribe now to receive next week’s issue: https://conduct.swiss/ #wealthplanning #successionplanning #wealthplanningwithpurpose

Your Wealth Challenges Can you find an ideal model to create a flourishing legacy? Personalized Solutions: Navigating Wealth Challenges Together Does your wealth plan implement your values and goals, and your vision for yourself and your loved ones? If the answer is yes, you’re on the way to finding that ideal model. Explore more of our Wealth Challenges: https://lnkd.in/dCiraZaw #wealthplanning #successionplanning #wealthplanningwithpurpose