Cultivating Family Values

Family Wealth and Stewardship

Getting your whole family on the same page when it comes to money is often difficult. You want them to understand the responsibilities of wealth, and their part in helping manage and preserve it. 

This Get away will help you not onlly to connect with your familly members and enjoy the beautiful Swiss Mountains in a idealic scenery but will guide you and your family as you share and shape that vision together. 

Our speaker is an expert in family wealth management, and has helped generations of families like yours protect their wealth—as well as their most important values.

Family wealth management is more than investments and assets. It’s also relationships, and the shared memories, culture and values that go with them. Wealth can help cultivate and enrich these relationships, but it can also complicate them. 

We will help you you start the conversation about resources, objectives and values. And then help you create a clear roadmap toward working together to preserve, protect and pass on your wealth.