Why is money such a source of stress? It’s perfectly understandable to be anxious when you don’t have enough money to take care of your own needs or your family’s. But why do people who do have enough, and who’ve put it in the bank—a presumably safe place—also worry about money? Does the investor still trust his banker or his advisor? Who should he consult? What are his alternatives?
We have worked for many years with private clients both in Swiss and international banks. In this book we explain how to avoid the traps of the financial services industry and how to invest in peace of mind.
Buy the book here. (The book is currently sold out in Swedish. Feel free to contact us if you are interested in a copy.)
What makes summer so special is often not the destination, but the pause from the noise. With a solid financial plan in place, you can disconnect from more than just work and daily responsibilities. It enables you to make the most of short-term goals—like a well-deserved trip to Italy—while also opening the door to longer-term dreams. From a summer house by the coast, to education for your children, or a thoughtfully planned family succession.
Summer is just around the corner, and many families are looking forward to some well-deserved time together. Beyond enjoying moments at the beach or with an ice cream in hand, the summer break is also a good opportunity to start conversations with your children about something that rarely comes up at the dinner table – money.
In the summer of 2004, Google was preparing for its IPO—an event that would change the lives of many employees overnight. The public offering turned hundreds of Googlers into millionaires, presenting them with both exciting opportunities and significant financial decisions.
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