Institutions

Three heirs. One notary. And a phrase nobody had ever said out loud.

You have structured the wealth. Nobody has structured the silence.

Swiss private banks, wealth managers and family offices are experts at structuring wealth. What escapes them is each client’s personal relationship with money: how it plays out with the people they love, and the conversations that still need to happen.

The offer

The couple and the family

You understand their wealth. Not the topics that are unspoken between them.

A couple in front of you. One speaks, the other signs. What the signer thinks, nobody has ever asked.

For the couple

Each responds apart. They read the findings together. What they have in common becomes clearer, and so do the unspoken realities.

For the family

The wealth holder: Their fears, their values, their inherited beliefs about money. Surfaced, without judgement.
Their spouse: The other half of the picture: their own silently inherited beliefs.
Their children: What they are carrying with them unconsciously. And how this can affect siblings’ relationships with one another, now or in the future.
Cross-analysis: The family’s areas of alignment and of silence, identified before the succession is executed, rather than being revealed at the notary’s office.

Your responses have one purpose: create your profile and portrait. Neither the family nor your institution has access to the participants’ profiles unless they want to share them.

For couples and families

You offer
A gift to your clients: either offer a code per person or, alternatively, offer the novel 289 francs that includes a complementary portrait.
Each person responds alone
Six minutes to complete their profile, ten more for their portrait, each completed alone. Nobody sees one another’s responses unless they want to share.
They discover the results together
One summary of their experiences: alignments, misalignments and unspoken realities.

Your institution cannot access your clients’ responses.
But your clients may choose to share them.

For your advisor

They receive a set of questions to facilitate conversations on topics in the questionnaire that revealed points of misalignment and silence.
They never see the clients’ responses, but are now armed to pick up where the family left off.

You receive the questions. Never the responses.

What they’ll discover together

Their areas of alignment

Their areas of silence

The questions to ask one another

Each other’s profile and portrait, if they choose to share them

What your advisor receives, if they choose

The questions to ask

Nothing else

What no one will see, not even you

Their responses

Their profiles and portraits, unless they share them with each other

What weighs them down

Their income and debts

A method built on decades of research into our relationship with money, refined over five rounds of testing. The principles behind this tool →

Marion Fogli

Co-founder of Alpian, the first digital private bank in Switzerland to obtain a FINMA banking licence. More than twenty years in Swiss hospitality and finance, observing what the numbers do not say. The full journey →

For your institution

The value added to your institution

Get the couple around the same table: Not only the person who opened the account. Now, both members of the couple can have a voice in the conversation.
Meet the heirs before the succession: Build a relationship before the inheritance changes hands. And the heirs get to know you too.
Meetings that go beyond investment discussions.: If your clients are willing, the advisor receives a set of probing questions to facilitate future discussions about money.
No sensitive data shared with you: The responses are stored securely with Finance Made Human in Switzerland. You have no data privacy risks.
An independent third party: Finance Made Human does not market financial products. Your clients are talking to a truly independent specialist with whom they can talk openly.

The succession has been planned. Your job now is to ensure it passes to the next of kin without it resulting in family conflict.

The book

Mirror Edition

The novel, and the story of each of your clients.

A special edition of 289 Francs, published by GOOD HEIDI Production, to offer to your clients. Two options, from 30 copies.

Book onlyOn request: 289 Francs, with a dust jacket in your colours. A special edition, dressed in your institution’s name. Something your clients will keep, not just a book.
Book with portrait includedOn request: 289 Francs, a special edition, dressed in your institution’s name with the portrait already paid for. The recipient reads Sarah’s story, then begins their own discovery. A code awaits the reader, as well as a personal experience.

Each reader's responses remain their own: neither we nor you read them.

Request information

To discuss this, write to us at contact@financemadehuman.com

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