Reworking

Far far away, behind the word mountains, far from the countries.

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Strategy

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Strategy

Every wealth manager has to achieve a specific goal. After learning what my clients needs in the first phase aforementioned, I try to think of a strategy to actualise them. This phase is mostly done through workshop with you, the client. I’m a big believer of collaboration and co-creation.

Management Strategy
Clients Prefrences
Mission, Vision, Values
Gap Analysis
Thinking