EXECUTIVE ADVISORYStart with you and the full picture
In-depth conversations about your wishes, responsibilities and priorities. We map businesses, assets, income sources and commitments based on the information you choose to share.
GERTEL / TRUST & LEGACY
Gertel Trust & Legacy
Personal guidance on wealth, its benefits and your family’s future. I work alongside you as a trusted confidant and thinking partner — with discretion, integrity and an unwavering commitment to your interests.
After years of work, building a business and accumulating assets, it is time to consider how your wealth should serve you and your family in the years ahead. Together, we review the full picture, examine alternatives and turn your wishes into decisions and a practical plan.
Arrange a private conversationWhen should we work together?
- Your wealth spans a business, assets and income sources, and you need an overall perspective that starts with you.
- You want to enjoy the fruits of your work and consider how to share them over time, in line with your needs and those of your family.
- You are approaching a life transition, stepping back from the business or passing responsibility to the next generation.
- You need a trusted confidant with whom to discuss sensitive questions, examine alternatives and think things through.
What does the engagement involve?
Consider your wealth and its benefits
We think through how income and resources can support your lifestyle, family, business commitments and future reserves. For each option, we examine costs, benefits, risks and the impact on those involved.
Plan continuity across generations
We clarify your wishes for passing on responsibility, sharing the benefits of wealth and preserving family relationships. We define principles and questions for further work and, with your agreement, coordinate the appropriate professionals.
A trusted confidant by your side
Working with me is personal and direct. You have one person to turn to for an honest conversation, even when a question is sensitive or still taking shape. I explore it with you, raise implications, help bring clarity and follow through with you on decisions and implementation.
Commitment to your interests means listening, discretion and independent judgment — including telling you an uncomfortable truth. Decisions remain yours. My role is to help you make them with clarity, a broad perspective and a view of the future.
What do we work with in practice?
A consolidated view of wealth and commitments, a map of needs and goals, alternatives for using and sharing the benefits of your wealth, and a plan with priorities, responsibilities and review points. The scope is tailored to your circumstances and wishes.
Where needed and with your agreement, I help coordinate your accountant, lawyer and investment professionals, connecting their work with your personal and family priorities.