Georgios G.’s Post

Senior Relationship Manager (Executive Director) Vermögensverwaltung u/o -Planung | Eidg. Dipl. Finanz- und Anlageexperte | Certified International Wealth Manager CIWM | Vorsorgelösungen für höhere Einkommen

8mo

When the younger generation is faced with choices about philanthropy, how can it strengthen the family’s purpose and shared values? Explore this case study by Julius Baer here, and learn how four cousins came together to create value beyond wealth. ➡️ Read the article now: https://ow.ly/WSzs30sylP1 #Philanthropy #WealthPlanning #JuliusBaerFoundation

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When the younger generation is faced with choices about philanthropy, how can it strengthen the family’s purpose and shared values? Explore this case study by Julius Baer here, and learn how four cousins came together to create value beyond wealth. ➡️ Read the article now: https://ow.ly/kQCv30sypIa #Philanthropy #WealthPlanning #JuliusBaerFoundation
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