Wealth Management

WEALTH MANAGEMENT Top Five Financial Goals ENSURE ADEQUATE INCOME AND FINANCIAL SECURITY 51% of wealth owners make this their top priority in wealth management. PROTECT WEALTH 49% aim to protect their wealth from investment loss and inflation. DIVERSIFACTION 42% focus on diversification across different asset classes. SAVE 38% save to meet goals for retirement, education, and a home. WEALTH TRANSITION 23% want to ensure a safe transition of wealth to children, family, and charity. CONCLUSION Wealth owners have a particular focus on meeting their personal goals, diversifying investments, protecting wealth, and maintaining financial security. For more wealth management insights, keep following us! www.CENTROLAW.CH