Something has changed in the first meetings I hold with new clients, and it happened fast.
Two years ago, a senior executive or business owner would arrive with questions. Where should the pension sit if we move again? What does an exit mean for the family’s tax position? Increasingly, they arrive with answers. A product name, a structure, sometimes a full strategy, assembled over several evenings with an AI assistant.
I understand why. These tools are remarkable. They explain complex financial mechanisms clearly, at any depth, at any hour, for nothing. In twenty years of advising international families, I’ve never seen clients arrive so well informed, and I mean that as a genuine compliment to them and the technology.
But something important is getting lost in the translation from information to decision, and it’s worth talking about.
AES International
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Something has changed in the first meetings I hold with new clients, and it happened fast.
Two years ago, a senior executive or business owner would arrive with questions. Where should the pension sit if we move again? What does an exit mean for the family’s tax position? Increasingly, they arrive with answers. A product name, a structure, sometimes a full strategy, assembled over several evenings with an AI assistant.
I understand why. These tools are remarkable. They explain complex financial mechanisms clearly, at any depth, at any hour, for nothing. In twenty years of advising international families, I’ve never seen clients arrive so well informed, and I mean that as a genuine compliment to them and the technology.
But something important is getting lost in the translation from information to decision, and it’s worth talking about.
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