Rethinking Family Offices - 2

Striving to become rich should be encouraged rather than denigrated. 

As Margaret Thatcher said "No one would remember the Good Samaritan if he had only good intentions – he also had money." 

Family Office

 I promote a model of Family Office that encompasses both WealthCare and LifeCare. 

WealthCare refers to a comprehensive approach to managing and planning an individual’s or family’s financial health. It encompasses a range of services designed to help you and your family achieve your financial goals and secure your financial future, ensuring excellence in wealth creation, protection, growth, and legacy planning. 

LifeCare emphasizes a holistic approach to managing various aspects of an individual’s or family’s well-being beyond just financial health. This includes areas such as Personal Concierge Services, Health & Wellness, Education and Career Planning, Philanthropy, Family Governance, Travel and Leisure, and Security and Risk Management. 

How Applying a PWFO Methodology Can Make a Family Wealthy

 Applying a Private Wealth & Family Office methodology offers a structured and strategic approach to wealthcare. By leveraging personalized services, expert advice, and exclusive opportunities, families can achieve financial success and ensure their legacy endures for generations. Encouraging the pursuit of wealth through such a comprehensive approach not only benefits the family but also enables them to contribute positively to society. 

Look out for more messages about "Rethinking Family Offices".

 

Wishing you all a Healthy and Wealthy New Year.

 

 

#FamilyOffice #FamilyValues #WealthManagement #LegacyPlanning #FinancialServices #FamilyBond 

The Swiss Association Empowering professional firms to bring Swiss-Certified WealthCare services to families globally. 

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