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.

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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.

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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. 

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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.

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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.

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You can't beat somebody that never quits." - Babe Ruth

Buck N' Bass - A premium brand and product. Tagline: Built for Bass. Will George is a 42 year old self-made entrepreneur.  He is the Founder and CEO of BUCK N’ BASS, INC., a fishing and hunting technical outerwear brand that was created in 2015. BUCK N’ BASS is the industry leader for technical outerwear currently focused on the bass fishing market. To learn more about Will, visit www.bucknbass.com.

01:18 – Will's Inspiration in beginning his legacy vision  
02:48 – Belief and self confidence in himself
04:21 – Created from ground up & giving respect 
07:30 – His value around excellence: NASA zippers    
9:13   – Enabling and empowering others
11:16 – No governing body & his business promise(s)   
13:00 – Defining his legacy through drive & his desire to win
15:40 – Don't let them outwork you  
16:50 -  His personal definition of legacy given the landscape
18:25 -  His company philosophy given the naysayers 
21:18 -  Focusing on his targets / higher level of self awareness  
24:44 -  His values around love: loving to build & create 
26:28 -  Executing his legacy: Surrounding himself with the best 
28:36 -  Take the shot even if you miss  
30:24 -  You can only be the first man on the Moon once 
33:43 -  Get to work!

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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.

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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. 

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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

Legacy Inspiration - CEO Will George of Buck N' Bass

Design Your Legacy

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