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Navigate turning points in wealth ownership

Defining moments: how to navigate turning points in wealth ownership

Wealth Management · 25. Feb. 2026
From business exits to shifting family dynamics, today’s financial milestones demand careful preparation and cohesive decision-making to support continuity, clarity and long-term purpose.

Throughout their lives, wealth owners may encounter pivotal moments that reshape how they manage assets and think about legacy. For some it may begin with a major liquidity event. For others, it comes at the point of generational transition or when family members begin investing together.

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