Financial wealth is the engine that fuels the other three quadrants, and our experts help you grow your financial wealth through purposeful investment and risk management strategies. We work to build and manage strong investments which also align with the individual interests, and values of each of our clients.
Your assets and net worth, which serve as the fuel for all other dimensions of your wealth.
The people you love and care about: your family, friends, and coworkers.
Relational Wealth involves those you are connected with — your family, colleagues, network, community, and more. It’s the connection you have between the personal and professional aspects of your life, and the plan used to ensure ongoing safety and success in both areas.
Experiential Wealth relates to those adventures, experiences, and activities that enhance your quality of life and add joy. Focusing on this dimension helps you to optimize your lifestyle in line with your underlying financial plan, .
further enhance your relationships and prepare future generations, and develop a long term mission statement related to your wealth.
The stories and experiences you live and share: your career, hobbies, and travels.
The things that guide you: your values, beliefs, and principles. Legacy Wealth is an equally important — and often overlooked — aspect of a complete picture of your wealth.
At SuisseIGB, we are committed to helping clients conceptualize the enduring legacy they wish to establish. Focusing on this dimension ensures each of our clients family and community understand their vision and goals as a component of their overall wealth story.