Financial Wellbeing Series
A Few Observations After Two Decades in the Wealth Management Industry
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"Wealth isn’t just financial — it’s emotional, relational, and personal. It should support what matters most."
You’ve built success. However with wealth comes complexity - questions about relationships, legacy, and purpose. That’s where our work begins.
Imagine facing the challenges wealth creates - not just the spreadsheets, but the tough conversations and tricky decisions - with clarity and confidence.
Have you ever asked yourself:
Will I have enough when I retire - and what does “enough” even mean for me?
I just sold my company. I thought life would feel complete, but now I’m wondering: What’s next?
I’ve had a successful career, but I’m a bit embarrassed to admit I don’t know what my life really costs - or how to put my money to work.
My partner handles all the finances—what happens if we separate or one of us passes away?
How much should I give my children - especially when my relationship with each of them is so different?
of Gen X are concerned that they will outlive their savings
(Read on Retirement, 2024, Blackrock)
The approximate size of your child’s nest egg at retirement, having saved just 50 per month and invested in the stock market.
Through one-on-one discussions and tailored strategies, I create a trusted space to explore the challenges money brings. We will explore the following areas together:
Aligning your wealth with your values
An overview of how your wealth can support you through a wealth mapping exercise
Plan for transitions like children leaving the household, retirement, or legacy-building
Navigate difficult conversations with partners, parents, children or advisors
I have worked as a financial advisor for individuals and affluent families and have helped to bridge the gap between investments and the deeply personal questions wealth creates. Today I would like to work with you to bring clarity and confidence to your thoughts, and bring you solutions beyond financial returns.
Let’s start the conversation.
Having lived in the Middle East, Finland, Switzerland, the UK, France, and Luxembourg, I bring a truly international perspective to my work. I understand the challenges faced by individuals and families that deal with cross-border wealth. My experience with clients across the world enables me to navigate cultural differences with sensitivity and ease.
Over the past 20 years in wealth management, I’ve built a trusted network of professionals who bring deep expertise in areas such as wealth planning, investment management, international tax matters, legal structuring, and beyond. This network allows me to connect you with the right specialists when needed—efficiently, discreetly, and always with your best interest in mind.
Discretion is not just a professional standard—it’s a personal commitment and an essential part of how I work. I build long-term relationships based on trust and a shared vision. Discipline, too, is central to my approach, whether in business or in life. I train for long-distance endurance adventures that require years of preparation—because I believe meaningful results are built steadily, with patience and purpose.
"Managing my father's estate was a lonely task, but Eva made the process so much more manageable. Her support guiding me through discussions with legal and financial professionals was invaluable. More than that, I have also gained a fresh perspective on my wealth and how to make the most of it. I now feel more in control and ready for the next stage of my life."
J.W.
"I never saw myself as someone who was very excited about investments, but working with Eva changed that. She helped me see how I could build real financial security for my family's future. For the first time, I feel more confident about my financial situation and excited about what’s possible."
A.B.
”I needed guidance on an incentive scheme-related topic for the estate I manage, and Eva was exactly the right person to turn to. She helped me explore the key considerations—both financial and personal—and asked the right questions that I hadn’t even thought of. Her thoughtful approach gave me the clarity I needed to engage more effectively with my legal advisers. With her support, I was able to find a balanced solution that aligned with my family’s goals and the long-term interests of the estate."
T.A.
'I’ve spent my career advising business leaders through high-stakes transitions—helping them navigate complexity, conflict, and change. And I can say this with certainty: there are very few people like Eva Crone. Eva brings a rare blend of financial acumen, global sophistication, and emotional intelligence to her work. She understands that money isn’t just about spreadsheets or returns—it’s about relationships, identity, purpose, and legacy. What makes Eva extraordinary is not just her ability to ask the right questions, but the way she creates a space where people feel safe enough to answer them honestly. She doesn’t rush to advise. She listens deeply. She guides with clarity. And she honors the deeply human side of wealth. If you’re facing major life or business transitions, and want to move forward with clarity, confidence, and peace of mind, Eva is exactly who you want by your side.'
Walt Hampton, J.D. Founder and CEO, Summit Success, LLC
Email:
contact@eva-crone.com
