Family legacy
Committed Families
Empowering Committed Families to create value through responsible stewardship of family wealth and legacy
Private wealthy investors and families are uniquely positioned to play a crucial role in shaping a more sustainable planet and society.
In the realm of private wealth investing, responsible stewardship extends beyond investment strategies; it begins with the responsible stewardship of their wealth and family legacy.
This holistic approach ensures that your family's wealth and legacy endure for generations while positively impacting the well-being of people and the planet—economically, environmentally, and socially.
Responsible stewardship of your family's wealth and legacy requires careful attention due to the complexities within the ecosystem of family wealth management.
Contact me today to learn how I can support you, your family, and your family office in navigating these challenges and redefining your family wealth and legacy.
What is responsible stewardship of
family wealth and legacy?
It's a holistic approach to thoughtful management that safeguards wealth preservation and cultivates a lasting intergenerational family legacy defined by shared values, ethical responsibility, and a commitment to making a positive impact in the world.
Juliana Barbosa
Strategic support for Committed Families and Family Offices
My objective is to assist private wealthy investors, their families, and family offices in redefining their wealth and legacy through responsible stewardship.
With experience as a wealth planner and a solid educational foundation in the field, I understand the uniqueness, the complexities, and the rapidly evolving nature of family wealth management.
Respecting your privacy and confidentiality, I tailor my Family Legacy services to meet your family’s specific needs. In certain areas, my role will involve collaborating seamlessly with your existing trusted advisors to provide a cohesive and comprehensive approach.
Some key areas I can support committed families and their family offices include:
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Articulating and Cultivating Family Wealth & Legacy
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Designing and Implementing Robust Family Governance Frameworks
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Reimagining Succession Planning and Wealth Preservation Strategies
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Delivering Education and Leadership Development for Family Members and Family Office Teams
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Building a Supportive Network
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Ongoing Monitoring and Adaptive Planning.
Contact me to explore how we can reshape your family’s wealth and legacy into a foundational pillar of intergenerational preservation—driving positive impact on society and the environment.
"If you’re going to live, leave a legacy. Make a mark on the world that can’t be erased.”
-Maya Angelou”
Get in touch
If you're interested in exploring ways to redefine the guiding principles of your family's wealth and legacy, feel free to contact me at juliana.barbosa@b-lief.ch or submit your inquiry using this form.