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In this interview, Guillaume Desclée, founder and CEO of Abbove, shares his vision for a reimagined approach to wealth management: more family-oriented, more comprehensive, and more collaborative.
In a market saturated with platforms, Abbove stands out by placing wealth within its relational, personal, and legal context. The goal: to offer a clear and structured view of the entire estate, including complex gifts or holdings within the family group.
Another key pillar: collaboration. By bringing clients, advisors, and family officers together around a shared data foundation, the platform streamlines communication, aligns stakeholders, and brings the real issues to light.
Guillaume also highlights the four key stages of the user journey: centralizing information, opening dialogue, proposing solutions, and implementing them. A fluid, evolving approach… and one that is resolutely action-oriented.
What’s next? More engagement, more technology, and an AI vertical to further enrich the experience.
