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Beneath Any Wealth or Succession Plan Are Relationships

In this session, Feisal and Stefan will discuss how wealth and succession planning are tools to creating meaningful relationships, and why relational dynamics, and the psychology of wealth, are essential ingredients to any sustainable wealth plan.

Stefan Liniger: Stefan Liniger is the Chief Executive of Kaiser Partner Wealth Advisors, and a Senior Advisor at Ispahani Advisory. He obtained his doctor juris at the University of Zurich, and his Master of Laws at Cornell Law School. He is a non-practising member of the Swiss Bar and holds a Postgraduate Diploma in Psychosynthesis Counselling awarded by the University of Middlessex.

As a long-term sparring partner, Stefan helps families and entrepreneurs solve their strategic wealth challenges — including family, business and investment governance. He also serves as board member of family businesses and acts as trustee, protector, executor and mediator. Prior to joining Kaiser Partner Wealth Advisors, Stefan was Chief Executive of Rothschild & Co.’s Global Wealth Planning and Trust business, after having created and lead the Wealth Planning function at Goldman Sachs’ Swiss bank. Before that, he was a partner with the law firm Bär & Karrer in Zurich.

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