Economic security can be achieved through conscientious intra- and extrafamilial wealth planning.
While intrafamilial planning relates to the long-term wealth objectives, e.g. the educational paths for family members, wealth preservation, as well as inheritance and succession aspects, extrafamilial planning centres on investment concepts and entrepreneurial / philanthropic intentions.
With a conscientious approach to wealth planning, the medium-term call on the pool of wealth can be determined and, by logical extension, it is then possible to following through with the budgeting, financing, investment and tax planning.
The aim of this conscientious intra- and extrafamilial wealth planning is to identify family members’ intentions and simultaneously reduce the potential for future conflicts, thereby also securing the material and immaterial future of a family or family-run company.