Moritz Geis is a Consultant in the Practice Group Retail Banking at zeb. In this role, he is working on projects with a focus on projects with a focus on cooperative, Raiffeisen and cantonal banks and building societies in the DACH region.
Determining heirs, shaping the future โ estate forecasting
11/06/2024
In the coming years, banks must aim to identify heirs and promote the retention of inheritable assets that are at risk of migrationย โ the zeb.estate forecast is a suitable tool to achieve this.
