Three success factors for an optimal asset strategy
1. Plan according to your lifecycle
Each phase of life presents different requirements for personal financial and asset planning, which is why successful asset strategies are aligned with your lifecycle.
2. Strive for balance
Private and business finances influence one another, making it essential to strike a balance between them. The private asset structure is important but should not be eroded by the company. Special attention should be paid to growth phases because they often bind a considerable amount of equity to the company.
3. Protect against risks
A far-sighted and risk-conscious asset strategy for entrepreneurs is vital. Entrepreneurs and families can appropriately protect against economic and personal risks, for example, through tailor-made insurance solutions and low-risk investment strategies.
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