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WEALTH PLANNING

WEALTH PLANNING 5 important questions and why you should ask them What's your story? Your story will lead to an understanding of your background and your motivation in life and business. What's the future story of your What are your values? family? This question will sharpen your vision of the purpose Your values guide your behavior and directly correlate with your needs. How you behave determines how you want others to behave. of wealth in their life. What's your ideal environment? Take the opposite of what bothers you most and define the ideal environment for you and your family. What's essential for you? Reduce your findings to the most import values and ideal What's next? environmental factors. With a focus on the essential, it will guide you through the wealth planning process. Assess all outcomes against your values and requirements. For more wealth planning insights keep following us. wwW.CENTROLAW.CH

WEALTH PLANNING

shared by centrolaw01 on Feb 08
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The current state of the global economy, rise in inflation, low-interest rates and higher public debts are just some concerns for investment management and wealth planning. Investment success often li...

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Centro LAW

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Other
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