{"id":11961,"date":"2025-02-13T20:11:24","date_gmt":"2025-02-13T19:11:24","guid":{"rendered":"https:\/\/vapa.ch\/?p=11961"},"modified":"2026-09-26T15:41:44","modified_gmt":"2026-09-26T13:41:44","slug":"next-eam-generation","status":"publish","type":"post","link":"https:\/\/vapa.ch\/de\/nachste-eam-generation\/","title":{"rendered":"Die n\u00e4chste Kundengeneration? Und was ist mit der n\u00e4chsten EAM-Generation? \ud83d\udcac"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Als unabh\u00e4ngige Verm\u00f6gensverwalter begleiten wir unsere Kunden oft durch wichtige finanzielle Ereignisse. Wir m\u00fcssen aber auch an unsere eigene Zukunft denken. Die Bedeutung der Nachfolgeplanung in unserer Branche kann nicht hoch genug eingesch\u00e4tzt werden. Wir alle erreichen irgendwann den Punkt, an dem wir in Pension gehen oder ein neues Lebenskapitel beginnen wollen. Mit einer durchdachten Nachfolgeplanung stellen wir sicher, dass unsere Kunden in guten H\u00e4nden bleiben und unser Verm\u00e4chtnis weiterlebt. \u23f3<br><br>Ist es nicht egoistisch, sich zur\u00fcckzuziehen, wenn unsere Kunden uns am meisten brauchen? Wenn sie sich darauf verlassen, dass wir daf\u00fcr sorgen, dass ihr Verm\u00f6gen erhalten bleibt oder <a href=\"https:\/\/vapa.ch\/de\/die-nachste-generation-schaut-bereits-zu\/\">reibungslos an die n\u00e4chste Generation \u00fcbergeht<\/a>, sind wir dann bereit, einfach zu gehen? \ud83d\udeaa<br><br>W\u00e4hrend wir die Zukunft unserer Kunden sichern, sollten sich die Kunden fragen:<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-is-your-eam-firm-ready-for-the-next-generation\">Ist Ihre EAM-Firma bereit f\u00fcr die n\u00e4chste Generation?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud83e\uddd0 Haben wir den Generationenwechsel in unserer EAM-Firma im Griff?<br><br>\ud83d\udd04 Sind wir darauf vorbereitet, dass die n\u00e4chste Generation von Verm\u00f6gensverwaltern nahtlos \u00fcbernimmt und unsere Kunden betreut? \ud83d\udcbc<br><br>Wenn wir in unseren Firmen keine nachhaltigen Strukturen aufbauen, riskieren wir weit mehr als unseren Ruf. Die Partnerschaft mit unseren Kunden k\u00f6nnte in dem Moment enden, in dem wir in Pension gehen. Das schw\u00e4cht unsere Firma und l\u00e4sst unsere Kunden ungesch\u00fctzt zur\u00fcck, wenn sie unsere <a href=\"https:\/\/vapa.ch\/de\/elite-finanzpartnerschaften\/\">Expertise <\/a>am dringendsten brauchen. Dieses Risiko k\u00f6nnen wir uns nicht leisten. \u26a0\ufe0f<br><br>Es reicht nicht, sich auf die <a href=\"https:\/\/vapa.ch\/de\/zukunft-des-finanzwesens-eine-einmalige-ruckstellung-der-aml-im-bankwesen\/\">Zukunft<\/a>\u00a0unserer Kunden zu konzentrieren. Wir m\u00fcssen auch unsere eigene Nachfolge planen. Wer vorausschauend handelt, stellt sicher, dass die Kunden die langfristige Betreuung und Unterst\u00fctzung erhalten, die sie verdienen. Denn unsere Kunden verlassen sich auf uns \u2013 und wir schulden ihnen einen reibungslosen \u00dcbergang, wenn wir abtreten.<br><br>Der Generationenwechsel beginnt bei uns. Lassen wir unsere Kunden nicht die Folgen unserer Unt\u00e4tigkeit tragen. Jetzt ist es Zeit, den \u00dcbergang sicherzustellen: <a href=\"https:\/\/vapa.ch\/de\/banken-vs-eams\/\">Unsere EAM-Firmen brauchen die<\/a> <a href=\"https:\/\/vapa.ch\/de\/zivilisatorischer-niedergang-vermogensverwaltung\/\">n\u00e4chste Generation<\/a> von F\u00fchrungskr\u00e4ften. \ud83c\udf31<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Quelle: <a href=\"https:\/\/www.linkedin.com\/posts\/patrick-stauber-marcuard-heritage_nextgenleadership-futfirms-generationalchange-activity-7295690719086743552-ILte?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAAUooHgBeTEXpRpRNA0E7VJJlaW_t2ANZhk\">LinkedIn<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<div style=\"display:flex; gap:10px;justify-content:\" class=\"wps-pgfw-pdf-generate-icon__wrapper-frontend\">\n\t\t<a  href=\"https:\/\/vapa.ch\/de\/wp-json\/wp\/v2\/posts\/11961?action=genpdf&amp;id=11961\" class=\"pgfw-single-pdf-download-button\" target=\"_blank\"><img src=\"https:\/\/vapa.ch\/wp-content\/uploads\/2024\/11\/pdf-svgrepo-com.svg\" title=\"PDF generieren\" style=\"width:auto; height:45px;\"><\/a>\n\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Als unabh\u00e4ngige Verm\u00f6gensverwalter begleiten wir unsere Kunden oft durch wichtige finanzielle Ereignisse. Wir m\u00fcssen aber auch an unsere Zukunft denken. Die Bedeutung der Nachfolgeplanung in unserer Branche kann gar nicht hoch genug eingesch\u00e4tzt werden. Wir alle kommen irgendwann an den Punkt, an dem wir uns zur Ruhe setzen oder den n\u00e4chsten Lebensabschnitt beginnen wollen. Doch mit einer gut durchdachten Nachfolgeplanung k\u00f6nnen wir sicherstellen, dass unsere Kunden in f\u00e4higen H\u00e4nden bleiben und unser Erbe weiter gedeiht. Ist es nicht egoistisch, sich zur\u00fcckzuziehen, wenn unsere Kunden uns am meisten brauchen? Wenn sie sich darauf verlassen, dass wir daf\u00fcr sorgen, dass ihr Verm\u00f6gen erhalten bleibt oder reibungslos auf die n\u00e4chste Generation \u00fcbergeht, sind wir dann bereit, vor die T\u00fcr zu gehen? \ud83d\udeaa W\u00e4hrend wir die Zukunft unserer Kunden sichern, m\u00fcssen sich die Kunden selbst fragen: Ist Ihre EAM-Firma bereit f\u00fcr die n\u00e4chste Generation? \ud83e\uddd0 Haben wir den Generationswechsel in unserem EAM im Griff? \ud83d\udd04 Sind wir darauf vorbereitet, dass die n\u00e4chste Generation von Verm\u00f6gensverwaltern einspringen und unsere Kunden nahtlos unterst\u00fctzen kann? \ud83d\udcbc Wenn wir in unseren Unternehmen keine nachhaltigen Strukturen aufbauen, riskieren wir weit mehr als unseren Ruf. Unsere Partnerschaft mit den Kunden k\u00f6nnte in dem Moment enden, in dem wir uns zur\u00fcckziehen. Das schw\u00e4cht unser Unternehmen und l\u00e4sst unsere Kunden im Stich ...<\/p>","protected":false},"author":1,"featured_media":11966,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rop_custom_images_group":[],"rop_custom_messages_group":[],"rop_publish_now":"initial","rop_publish_now_accounts":{"facebook_122096905244470929_329580246915571":""},"rop_publish_now_history":[],"rop_publish_now_status":"pending","footnotes":""},"categories":[94],"tags":[277,169,99,64,42,69],"class_list":["post-11961","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-personal-views","tag-2025-blog-wealth-management","tag-holistic-wealth-management","tag-independent-wealth-management","tag-private-banking","tag-wealth-management","tag-wealth-manager"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.6 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>next EAM generation | independent wealth management<\/title>\n<meta name=\"description\" content=\"Discover what is essential to think about the next generation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vapa.ch\/de\/nachste-eam-generation\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Next generation of clients? 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