Innovative wealth management for business owners
In an article written for the specialist publication “Banking & Innovation 2015,” Ariel Sergio Goekmen, head of Kaiser Partner Privatbank, addresses a particularly interesting yet also complex wealth management question: How can financial advisors utilize innovative methods to help high-net-worth business owners achieve success in cross-border wealth management?
The author explains the mechanisms that can guarantee client satisfaction as well as how the current and future requirements of one’s family can be addressed in a manner that goes beyond considering purely individual interests, such as with the help of a family wealth seminar. Mr. Goekmen also describes the potential risks and dangers business owners need to protect themselves against in order to avoid losing assets wherever possible.
“Banking & Innovation 2015” is available from Springer Gabler as an e-book and in a printed version.