Our article “When Consulting Becomes Holistic” has been published in Ticino Welcome No. 081. In this piece, we explore the concept of holistic financial consulting, an innovative approach that goes beyond mere wealth management to embrace all dimensions of a client’s life. From financial planning to wealth management, from tax matters to succession planning, our approach aims to create tailor-made solutions that address personal and family needs, ensuring a comprehensive and integrated vision.
Custodia Wealth Management is a pioneer in this methodology, enabling us to assist our clients in a deeper and more conscious way, helping them make informed and strategic decisions for a secure and peaceful future. The article, available in the November issue of Ticino Welcome, is an opportunity to discover how financial consulting can evolve to meet the challenges and opportunities of our time.
