Wealth Planning for LatAm Families with UMA Wealth скачать в хорошем качестве

Wealth Planning for LatAm Families with UMA Wealth

In our latest conversation, we had the pleasure of speaking with Geralda Kral, an inspiring entrepreneur and one of the most experienced leaders in Swiss wealth planning. “I can’t imagine doing something else.” — this is how Geralda describes her job. We explored the emerging trends shaping modern wealth planning, the “blue ocean” strategy behind UMA Wealth’s remarkable journey from 0 to 35 professionals in just a few years, and the toughest moments that defined Geralda’s leadership path. Her insights on innovation, resilience, and long-term thinking are a true inspiration. Thank you, Geralda, for sharing your vision and experience. Conversations like this remind us that success in our field is not only about strategy — it’s about consistency and focusing on clients’ needs.