MAXIM JARDAI EDUCATIONAL CONSULTING
Bellerivestrasse 7, 8008Zurich
Enabling successful generational transitions through structured legacy planning and heir readiness programs for UHNW families and their advisors.
Succession readiness is the hidden fault line in wealth management. While
legal structures and investment strategies are in place, the human side
of wealth transition is often ignored and that's where generational
failure begins.
At MJEC, I work with ultra-high-net-worth
families and their advisors to ensure successful handover of leadership,
values, and long-term continuity. Our bespoke 20-week development
programs prepare heirs for their future roles, not just as
beneficiaries, but as stewards of family legacy.
MAXIM JARDAI - FAMILY LEGACY MANAGEMENT CONSULTANT
My work is formed by a background in law
(Baker McKenzie), wealth management (Credit Suisse), and strategy
(INSEAD MBA). Currently based in Switzerland, serving global families
through both remote and immersive formats.
Areas of Focus:
- Legacy Planning & Succession Protocols
- Next-Gen Leadership Readiness
- Family Governance & Charter Design
- Strategic Communication Across Generations
- Financial & Legal Acumen for Heirs
Working languages: English, Hungarian, Russian
Discreet. Global. Trusted by Leading Family Offices.
➨ Get in touch with me for further information and an initial conversation
I would like to schedule a video call.