The Conduct Atlas of Wealth Planning

Von Stefan Liniger, Nataliia Paskina

A guide for families and advisors who want wealth planning to feel more human, more honest, and more useful. The Atlas is built around the real questions that arise when wealth, family, ownership, responsibility and legacy meet. It does not offer fixed answers. It brings together models, exercises, stories, and visual prompts to help families see more clearly, speak more openly, and act with greater intention.

Publisher: Conduct AG

528 Seiten, 1. Auflage 2026 Edition 2026

Part I — Exploring Wealth’s Biggest Challenges: eleven recurring questions families face at the outset of planning — from clarifying purpose to choosing the right advisors.

Part II — Decoding Wealth: planning models and tools woven through a fictional family case study across technical, relational, and generational dimensions.

Part III — Picturesque Aphorisms: one-page visual prompts illustrated by Stefan Liniger, designed to surface the themes wealth owners face and make them easier to explore.

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