Аналитические cookie Яндекс.Метрики и статистики платформы Tilda можно включить или отключить. Они помогают нам видеть статистику посещений и улучшать сайт.
Money, business and protection
Materials and articles
Family Wealth Plan / HFWP: How a Financial Plan Becomes Part of the Overall Architecture
Why a family needs not just a financial plan, but a family capital plan that connects goals, cash flow, protection, investments, ownership structure and succession.
Business as a family asset and risk
Why can a family business be the main source of capital and at the same time the main risk of the family if cash flow, reserve, decisions and protection are not separated?
Liquidity that may not exist: the risk of family capital
Why family assets can be listed as capital, but not be available at the right time, and how to distinguish real liquidity from paper liquidity.
Insurance protection as the architecture of family love
Why family insurance protection is not about fear, but about preserving the goals, dignity and stability of the family in case of illness, loss of income or unavailability of a key person.
Family investment portfolio without a mandate: tactics without strategy
Why a family's investment portfolio should be based not only on risk and return profile, but also on family mandate, goals, liquidity, protection and continuity.
Family asset ownership structure: protection or illusion of control
Why the legal and ownership structure of a family should be related to real life, access, taxes, jurisdictions, risks and succession.
Family office and Family Capital Architecture: how they complement each other
Why private banking, family office, lawyers and investment managers do not replace the agreed family course, decision rules and architecture of family capital.
Analytical cookies from Yandex Metrica can be enabled or disabled.
