Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.

-

Are you in need of growth strategies as well as a network for private cross border wealth managers? If so, you’re in the right place as Switzerland is one of the most resilient, stable countries in a world that is getting more and more volatile.  You’re lucky enough to be affluent, whether you were the founder or a beneficiary: this means you may seek out a second passport (or residence) as well as be need of a plan for your family in advance for consensus.  This can create a new level of planning: you need to use your time extremely wisely but you’re being pulled in multiple directions. If you don’t learn jurisdictional and long-term strategies to protect your wealth, assets (and life!), you and your family could suffer from unforeseen tragedy and loss.

In this podcast episode, Angelina Carleton speaks to Anne Liebgott of AWS (Americans Welcome Switzerland) about asset diversification, how millennials are about to inherit $30T and how agreement is important for families when it comes to the direction of their private and public wealth needs. Listen to learn three strategies, including Suisse trusts, that you can leverage to improve your wealth preservation as well as any issues you never knew existed! When you learn to protect your time and assets, you’ll feel more comfortable to get back to designing a legacy that honors your values and your family’s values (before it’s too late!)    

Learn more at www.americanswelcome.swiss.

- 

AWS builds a bridge between US investors seeking to diversify their assets globally and jurisdictionally who would like to hold some assets outside of the US banking system with Suisse wealth managers registered with the Securities and Exchange Commission in the United States. AWS is thereby able to provide Swiss wealth management services to Americans without restrictions. There are no website sign-in requirements and requests for further information to go directly to the companies listed. Americans can "do their homework" in their due diligence and research in selecting a Swiss wealth manager of preference. 

---

About Legacy Planning(c):
There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

-

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!

#humancapital #spiritualcapital #intellectualcapital

Diversify Your Assets: "Americans Welcome "Switzerland" with Anne Liebgott

Book your Discovery Session today at www.designurlegacy.com/sessions, the ultimate resource to help you define, develop and execute your holistic legacy plan today. Lock in your spot at www.designurlegacy.com/consultation.

-

The universe is full of patterns. When you recognize them, designing your holistic legacy becomes easier.

Lydia Mandell is an Intuitive Breathwork and Embodiment Coach and Spiritual Teacher who guides people through life’s transitions, helps them land on their feet, and feel fully embodied.  Lydia brings 20+ years of experience as a Licensed Counselor and Registered Board Certified Art Therapist, and teacher to her coaching and healing work. Mrs. Mandell’s training and experience led her to connections to the wisdom our body has to offer us and she passes that wisdom on to her clients.  She is interested in how uncovering birth stories helps people to recognize their most stubborn patterns to work through them.    

The three keys to unlocking you birth story are:
1. Learning your birth story;
2. Recognizing how patterns from your birth story play out currently in your life; and
3, Using breath-work and affirmations to change any needed behaviors. 

When you feel safe, you can grow -- compared to deflect negativity. You can also show up better as a leader. In this podcast episode, we explore pre-verbal memories and how "renewal breathing" can create space to rewrite your birth story. 

Learn more about Lydia at http://www.lydiamandell.com.

------

About Legacy Planning(c):
There is an empty space between financial planning and estate law where a co-active coach can expand the conversations around your holistic legacy planning.

Our Story:
We believe the positive legacy of every human being can be realized with great coaching. Most of us are not developing the kind of legacy that allows us to be as happy and intentional as we'd like to be. We think, speak and write about developing personal life legacies so others can see a way forward with ease and possibilities. If the path to your legacy is defined and developed, you will be able to experience more freedom, fulfillment and satisfaction.

Our Mission Statement:
Developing a holistic legacy is not yet an endeavor to pursue for most people, even if it could be a vision ‘one day’, which sometimes makes people feel overwhelmed and with clay feet. We wake up every morning and pave a way for "new legacy conversations" so more people can take personal agency in designing their lasting legacy.

Our Theme:
If the bridge to a personal legacy is made clear, more people will be able to cross to the other side and design a legacy filled with meaning and their values.

-

When professional coaching can an asset to your legacy planning – in bringing your ideas to life - because plans do not develop and execute themselves by intentions alone - retain your Legacy Planning© advisor at www.DesignUrLegacy.com. 

-

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with self-made entrepreneurs, family office executives, NextGen family members, trustees of charitable estates and those participating in family foundations. Thank you for tuning in and joining us on this journey!

#humancapital #spiritualcapital #intellectualcapital

3 Keys To Unlocking Your Birth Story with Lydia Mandell

Design Your Legacy

Related tracks