Family Finance & Teaching Kids

Most families work incredibly hard, yet many still feel as though they are only managing the present rather than shaping the future. It is common to believe that financial security is simply a matter of earning more, but after more than fifteen years in wealth management, I learned something different. Income alone does not create lasting wealth. What truly matters is how a family plans, saves, invests and makes decisions over time. This family wealth guide will show you the

Bringing Investment Portfolio Diagnostics Home: A Comprehensive Financial Review for Families In wealth management, portfolio health checks aren't optional. We would systematically review our clients' investments: asset allocation, concentration risk, issuer exposure, fees, performance attribution, liquidity constraints. These weren't just glances, they were rigorous diagnostics designed to identify vulnerabilities before they became problems. The irony? Many of the professio

When it comes to raising children, one of the most valuable gifts we can offer is financial confidence. Imagine planting a seed that grows into a sturdy tree, providing shade and fruit for a lifetime. That seed is financial literacy, and nurturing it early can shape a child’s future in remarkable ways. This is where Learn with Ebba steps in - an educational finance platform designed to make money lessons engaging, fun, and accessible for families.

My daughter Ebba is 18 months old. She can't talk yet, but I'm already thinking about the money conversations we'll have. Not because I'm anxious. Because I'm prepared. After 15 years managing hundreds of millions for ultra-high-net-worth clients—executing trades worth over 100 million francs, structuring multi-currency loans, advising on everything from equity portfolios to real estate funds—I've learned one critical lesson: Financial confidence starts young. Much younger

After 15 years advising ultra-high-net-worth clients in Zurich and London—managing portfolios worth hundreds of millions—I thought I knew everything about money. Then I had my daughter Ebba. She's only 18 months old now, but I find myself thinking about all the money conversations we'll have in the future. What will I say when she asks where money comes from? How will I explain saving without making it sound boring? How do I avoid the mistakes my own parents made?

You might wonder, what exactly does financial education mean? At its core, it’s the process of learning how to manage money wisely. This includes understanding how to earn, save, spend, invest, and protect money. But it’s more than just facts and figures - it’s about developing skills and attitudes that lead to smart financial choices.