Diana Elek has obtained a certified wealth planning qualification

One of LeitnerLeitner’s greatest strengths is the outstanding professional knowledge of its experts. In our work, we strive to understand even the smallest details of the most unique business situations with the precision of a specialist, but also to be able to interpret all this in a broader context and see the big picture. That is why our consultants are constantly developing their knowledge, and our company provides them with every support to do so.

The latest proof of this is that Diána Elek, manager of LeitnerLeitner’s Global Mobility and Private Clients Division, has obtained a certified wealth planning expert qualification with outstanding results.

Certified wealth planning expert

Wealth planners develop and operate complex wealth planning and asset management structures both domestically and internationally.

Wealth planning involves, among other things, applying inheritance and will-making rules, or, for example, asset distribution rules in the event of divorce. In practice, they have an excellent understanding of and tailor specific asset protection, asset planning and family succession planning instruments, such as trust asset management, asset management foundations, holding structures and private equity funds, to each specific case.

As this area is closely related to accounting and taxation issues and primarily concerns the assets of private individuals, and can also be interpreted in an international context, it perfectly complements Diána’s existing area of expertise, which is advising private individuals on personal income tax and social security issues. It is also closely related to tax issues affecting foreign investments by private individuals.