ON DEMANDA Multifunctional Solution to Preserving Wealth and Creating a Bespoke Succession Plan
About this webinar
A solution to create certainty in an uncertain world, allowing a family or a business to smoothly transfer generational wealth in the event of loss of a key owner / individual(s) and the formation of a bespoke succession planning solution to reposition a family or company balance sheet.
Offered by world-class, multibillion-dollar, highly rated Fortune 500 organisations.
Key points of discussion
Multi-jurisdictional families with assets and complex structures across the globe constantly face challenges in being able to access top-quality world-class protection and growth solutions
Business Protection
Retirement Planning
Estate Planning
Forced Heirship
An effective structure to protect onshore wealth from local risk and currency fluctuations
Speakers
Dina Elyacoubi Masri
Senior Wealth Manager at Holborn Assets
Richard Williams
Senior Vice President at Geneva/Continental
Dina Elyacoubi Masri
Senior Wealth Manager at Holborn Assets
Richard Williams
Senior Vice President at Geneva/Continental