Financial Planning For US Expats Living Or Moving To Portugal | Holborn Assets
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Financial Planning For US Expats Living Or Moving To Portugal

Financial Planning For US Expats Living Or Moving To Portugal

About this webinar

In this webinar we will be discussing the financial difficulties and solutions for US connected clients living or moving to Portugal. We will introduce our partners LGT Wealth Management who are dedicated and authorised to deal with US connected individuals. LGT Wealth Management are the largest private banking and asset management group in the world, with over 360 billion USD is assets under management.

Chris Gabbett and partner with LGT will go through the underlying complexities faced by US connected individuals, and how LGT can help structure client portfolios appropriately and efficiently for use in Portugal. Chris will also discuss how they can tailor make solutions to clients unique circumstances.

If you are from the USA or are a US connected individual, this is a webinar you really shouldn’t miss.

Key points of discussion

An introduction to Holborn Assets
An introduction to LGT Wealth Management US
What are the underlying complexities faced by US connected individuals
How LGT will structure a portfolio to adhere to any unique circumstance
Live Q&A for all questions

Speakers

Sam Daynes
Sam Daynes

Senior Wealth Manager at Holborn Assets

Chris Gabbett
Chris Gabbett

Partner and Wealth Manager at LGT

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