Clear Thinking.
Less Noise.
Wealth Notes is Michael Yanni’s occasional private letter on family wealth, private banking, cross-border planning, risk, succession and long-term decision-making.
Drawn from themes that arise through advisory work, the Notes explore practical questions, ideas and decisions that matter to international private clients and families.
Featured Notes
WN-001
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-002
The 40-Year Wealth Audit
A practical review of how the priorities surrounding wealth change over time, and the questions families should consider as assets, responsibilities and family life become more complex.
Request Wealth Notes
Disclaimer
Wealth Notes is provided for general informational purposes only and does not constitute investment, legal, tax or other professional advice. The views expressed are general observations and should not be relied upon as the basis for financial or other decisions. Appropriate professional advice should be obtained where required.