Clear Thinking > Noise.
"Wealth Notes" is Michael Yanni’s occasional letter on family wealth, private banking, risk-management and long-term decision-making.
Drawn from years advising international private clients, families and entrepreneurs, the notes focus on the practical questions that sit behind serious wealth: banking relationships, concentration risk, succession, structures, jurisdictional considerations, family preparedness and the quality of decision-making.
Rather than market commentary or product updates, the emphasis is on clear thinking and practical judgement.
Latest notes.
WN-001
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WN-002
Wealth Should Give Your Family Options
A note on banking concentration, jurisdictional spread, family preparedness and why serious wealth should not leave a family dependent on one country, one institution or one route.
WN-003
The 40-Year Wealth Audit
A practical note on the questions families should ask as wealth, responsibility and family life become more complex. Touches on the different seasons of the wealth journey and goals during each.
WN-004
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“The best private wealth conversations are rarely about products. They are about preparedness, clarity and the decisions a family has not yet properly examined.”
MICHAEL YANNI, CFA
Future Notes May Cover Themes Such As:
- Banking concentration and institutional risk
- What private banks look for in new client relationships
- Preparing the next generation before wealth transfers occur
- The hidden cost of poor adviser coordination
- Jurisdictional diversification beyond tax considerations
- Family governance without unnecessary complexity
- When liquidity matters more than returns
- Building institutional-quality relationships as a private client
- Succession, documentation and family preparedness
- The difference between being wealthy and being well organised
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Disclaimer
Wealth Notes is provided for general informational purposes only and does not constitute investment, legal, tax or other professional advice. Any views expressed are personal observations and should not be relied upon as a basis for making financial or other decisions. Professional advice should be obtained before acting on any matter discussed.