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CAPE MAY WEALTH WEEKLY
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1.
Which best describes your professional background?
Entrepreneur / Founder
Post-exit Entrepreneur
Financial Professional (AM/WM)
Family Office Principal/Staff
Other
2.
Where are you currently based?
Germany
Europe (EU / EEA)
Switzerland
United Kingdom
North America (USA / Canada)
Other
3.
What is the approximate scale of your investable wealth?
Under €1M
€1M - €5M
€5M - €25M
€25M - €100M
€100M+
4.
What is your primary focus or "pain point" right now?
Asset Allocation (definition of objectives, asset class split, etc.)
Portfolio Strategy (product selection, advisor/bank management, etc.)
Family Office Setup (structure, benefits, compensation, etc.)
Alternative Investments (PE/VC, hedge funds, etc.)
Tax & Structuring (wealth transfer, international tax structuring, etc.)
5.
What is your current timeline for reviewing or optimizing your wealth structure?
Priority focus (Next 30 days)
Active exploration (Next 3–6 months)
Strategic planning (Within the next year)
Just building knowledge / No current intent to change
6.
What is the ONE financial or structural headache we could help you solve this month?(optional)
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