AlumniPerspectives
What do I need to consider when I want to hand over values, possessions or responsibilities to my children? When is the right time and how do I organise the transition so that both my ideas and those of my family are taken into account? Passing on property and responsibility affects every family. If you deal with the topic openly and at an early stage, you can create clarity, realise financial benefits and avoid potential conflicts. After the event, you will have an overview of the most important basics, pitfalls and questions you should ask yourself in this context - supplemented by practical tips.
Sebastian Paß (Business Economics graduate, 2013) unfortunately came into contact with the topic of "inheritance" at an early age due to an early death in the family. This developed into an interest that he has been pursuing professionally since 2018 as a wealth planner specialising in wealth succession. He is a CERTIFIED FINANCIAL PLANNER® certificate holder, financial economist (EBS) and has a degree in business economics from Witten Herdecke.
This edition of our AlumniPerspektiven format will again take place as a Lunch & Learn. Feel free to join us and use the lunch break to learn something new - eating is expressly permitted!