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Wealth Management

Unclaimed assets
2022-12-06
December 06, 2022

Why do assets stay unclaimed?

What are unclaimed assets? When a legal event occurs that mandates that assets are passed on to another person or entity, but that transfer of ownership does not take place, those assets…

Angel investor calculating investment risk
2022-08-23
August 23, 2022

The hidden risk for angel investors

Angel investments on the rise With the low and often even negative interest rates on bank deposits, and the modest returns on mutual funds, especially when we take into consideration inflation rates…

Woman and a man getting three main steps for financial protection
2022-07-19
July 19, 2022

The three main steps for financial protection

One of the main goals that many people set for themselves is to better handle their finances.  This goal is becoming more and more difficult to achieve, as people usually have multiple…

How to protect your family financially DGLegacy
2022-03-15
March 15, 2022

How to protect your family financially

You’ve got a great job, opportunities for career growth, a good salary – you feel confident in your ability to provide for your family. One important thing to keep in mind, however,…

Person setting up their digital legacy management
2022-02-21
February 21, 2022

Digital Legacy Management – How Can It Protect Your Digital Assets?

Why do we need to protect our digital assets? Many of us haven’t thought about protecting our digital and financial assets at all. It’s not that we are irresponsible or don’t care…

Why you might lose all your assets - DGLegacy
2022-01-25
January 25, 2022

Why you might lose all your assets

You have more assets than you think. When we speak about assets, the first thing that comes to mind is stocks and investments.  The reality is that people these days possess many…

Traditional vs. digital estate planning
2021-07-20
July 20, 2021

Traditional vs. digital estate planning

Traditional estate planning Traditional estate planning enables people to protect their personal assets. These assets range from various types of financial items such as bank accounts, company shares, and stock portfolios to…

Macro photo of tooth wheel mechanism with ASSET MANAGEMENT concept letters
2021-06-22
June 22, 2021

History of the asset management industry

What is asset management? Asset management can be described as the set of activities related to managing a portfolio of assets with the goal of increasing their value. For those of you…

Woman trying expensive shoes
2021-06-15
June 15, 2021

How to develop financial maturity

Many of our skills and qualities do not come at birth but must be nurtured and developed. At school, we are often taught math, literature, good presentation skills, and so on. When…

Legacy wealth management
2021-01-25
January 25, 2021

Legacy wealth management

What is legacy wealth management? Legacy wealth management is a financial planning and management process that aims to achieve certain financial goals. These goals are individual for every user. Some people want…

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Unforeseen events happen. Ensure that the people you love will know where to find your assets.

© DGLegacy 2023

DGLegacy is a German company registered in the court Amtsgericht Berlin-Charlottenburg.
Company registration number: HRB 214312 B.

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