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.

Perspectives

Living in a complex world or in a world full of opportunities? The answer depends on the standpoint. With our blog Perspectives and our Insights series, we present the topic of wealth from intriguing perspectives.

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