Anna has built a very prominent career as a corporate lawyer. After her divorce, however, she felt lost and conflicted, as her ex-husband was always the one responsible for managing the family finances. She had a significant amount of money in the bank, but she was not so sure of what to use it for, nor how she could guarantee a comfortable retirement in some years.
A friend of hers in the same field referred her to Marmot as a potential client. Our team got in touch with her over the phone and invited her over to our office in Zürich for a first meeting.
Our team had to support Anna with:
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