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Wealth Counselling (for HNWI)

For Wealth Managers, Entrepreneurs & High-Net-Worth Individuals

  • 1 hour
  • To be discussed
  • Online Session or Business location

Service Description

“Get rich fast and get poor fast are opposing sides of the same coin.” ― Daniel Crosby Wealth Management is more than looking after the money. More than anything it should also account for the well-being, goals and ambitions of both sides – a professional service provider and a customer. This Service is most suitable for: • Ultra-High-Net-Worth / High-Net-Worth Individuals; • Hedge Fund, Wealth and Family Office Managers; • Investment Bankers and Heirs; • Start-up Founders with Successful Exit History and entrepreneurs.

Contact Details

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