Swiss Secrets of Legacy with Ben Ulrich, Dan Kertesz & Maxim Jardai
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Swiss Secrets of Legacy with Ben Ulrich, Dan Kertesz & Maxim Jardai
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In this episode, hostess Angelina Carleton speaks with guests Ben Ulrich, Dan Kertesz and Maxim Jardai to bring clarity to these challenges by bridging wealth, psychology, and human connection in a way that helps families design legacies—not just portfolios—that endure. Their insights reveal that legacy is no longer about assets alone; it’s about continual communication and cultivating emotional intelligence across generations.
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At Legacy Planning©, we work with rising entrepreneurs, wealth creators, and family stewards who are ready to turn their success into lasting contribution. Our co-active coaching and advisory services help you clarify what truly matters—beyond balance sheets and the four corners of a document. We guide you in aligning your values, relationships, and influence into a living legacy you can lead with confidence today, and pass on with intention tomorrow.
Whether you're navigating a personal transition, succession planning, or seeking deeper meaning after financial success, we provide the structure and space to ask life's most important question: What will you leave in the hearts and hands of others? Because legacy isn’t what you leave behind—It’s how you show up now.
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Looking for a meaningful gift for the visionary in your life? Give the gift of clarity, purpose, and legacy with a personalized coaching session from Design Your Legacy©. Perfect for birthdays, milestones, or major life transitions—this gift card opens the door to deeper impact and intentional living. www.angelinacarleton.com/gift-card
Become a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.
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