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AgentAngeloAURA
Michael
R&
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HNWI · Balanced, Global Discretionary·No open actions

Reto & Anna Bachmann

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Client memory card
Reto & Anna Bachmann
The Steady Couple
Luzern, CH · CET
Values
  • No surprisesPattern
  • Annual plan delivered on timePattern
Business & wealth
  • Renovating their Luzern townhousePattern
Family context
  • Not captured yet.
Preferences
  • Single annual call, written summary afterPattern