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

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values?

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Jeff Brandeis is the CEO of Brandeis Financial Services based in Tampa, Florida (USA). He is a graduate of the City University of New York – Baruch College – Zicklin School of Business. With his experience as a retirement specialist and wealth strategist, given his 25+ years as an accountant, Mr. Brandeis is committed to helping you retire debt-free and achieve financial freedom. 

Whether you're burdened by personal or business debt, it doesn't matter. Jeff offers personalized plans based on your specific numbers, dreams and goals, allowing you to possibly become your own bank and never rely on outside parties for borrowing again. Without financial literacy, you’re throwing darts blindly hoping to hit a bullseye for your future. But with some financial knowledge, you can design a legacy starting today no matter what!

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today 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 entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#legacycapital #humancapital #financialcapital #emotionalcapital

Sound Finances Make for an Easier Legacy with Jeff Brandeis

Explore how to design your legacy with Angelina Carleton, focusing on values and mindset. Whether you're single or with heirs, shape how you’ll be remembered—long after the deal is closed or the estate is settled.

Sound Finances Make for an Easier Legacy with Jeff Brandeis

Design Your Legacy - Single or With Heirs!

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