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Home » Finance

The Cultural Tides of Family Business Succession

In the vast realm of business, family enterprises offer a unique intersection of professional acumen and personal relationships, both of which are deeply anchored in cultural values. While the succession of leadership in these …

By Nicholas Schwarz|2023-08-28T17:28:56+02:00August 28, 2023|Family Council Canvas, Family Office, Finance|
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Demystifying Portfolio Valuations: A Comprehensive Guide for Investors

In my previous articles, I highlighted the critical role of financial reporting and analysis in wealth management and introduced the various types of KPIs found in financial reports. Welcome to my comprehensive guide on …

By Elena Jansa|2023-07-31T09:58:18+02:00July 31, 2023|Family Office, Finance|
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