Knowing the client's personality for personalized wealth management

1,004 views

Henry Royal

Published on Sep 5, 2024
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Quasi-usufruct, contribution-transfer with tax deferral, holding company, cross-dismemberment, limited partnership... Yes, of course, mastery of the techniques is necessary to implement them. The problem is that, for many advisors, the technique is an end in itself, a foil. However, the technique is only a means to serve the client's objectives. It is necessary to have an overall, transversal vision, in order to design the wealth architecture that best corresponds to the client's objectives and wishes. The person is the heart of wealth management. There are several tools that help to understand the person. The MBTI is one of them.

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