Lindsay Leggat Smith, Carey Group, Monaco, talks to Finance
Monthly about the importance of traditional values in Estate
Planning, and the complexities of asset management in Monaco.
Q. In an era of ever evolving technology, how important are
traditional values when managing client wealth effectively?
Traditional values of proximity to the private client are
essential. They do not fit easily into pigeonholes since each case
is different. Clients want to be listened to and the ability to do
this and to understand their concerns is just as important as the
professional technical skills needed to solve their problems.
We strive to achieve the status of trusted family advisors and
this is impossible without strong inter-personal skills. An ability
to relate to our clients' home culture is also a plus. On this
point, we are lucky tohave eight different nationalities and
cultures represented in the office.
