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SUCCESSION PLANNING FOR WEALTH MANAGERS
You have grown your own wealth management company or client base and have proved expertise and market experience for many years. However, the current speed of increase of new regulatory requirements might cause you great concern.
If you feel it is time for stepping back or retiring, having more time to enjoy the fruits of your active business life, we are happy to support you.
Tailored to your clients’ needs and your time path we are glad to guide you in planning and implementing a smooth succession.
We would be pleased to talk to you about an attractive succession solution.
If you feel it’s time
to take a step back
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|Advice / Family Office|
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