Quieting the Top Financial Fears of High-Net-Worth Families: How Families Safeguard Legacy, Liquidity, and Control
13/08/2025
10:00:00 GMT
Approx 40 minutes
Holborn Webinars Presents
Welcome to the Holborn Assets webinar series. As a leading global financial services company, we're committed to empowering our clients with the knowledge and tools to navigate the complex, offshore financial landscape. Our webinars offer valuable insights from our financial consultants and industry experts, covering a wide array of topics.
Whether you're a seasoned investor, just starting on your financial journey or thinking of making the move overseas, our webinars are geared to educate, inspire, and provide actionable strategies that align with your unique financial goals. Explore the details below to learn more about our upcoming webinar, and join us at the event by registering.
About the Webinar
Discover how to protect illiquid assets, bypass probate, and slash inheritance taxes—without selling what you’ve painstakingly built.
If your net worth exceeds $3M, you may be wondering:
“Will my family face a cash crisis overnight if I’m no longer there to guide them?”
“Are there better ways to handle inheritance tax other than just gifting?”
“How do I ensure my business / property portfolios / other assets remain intact, for the next generation?”
“How can I be insured for the rest of my life and receive all my premiums back (with growth)?”
“Is there a way to grow wealth safely—without gambling my family’s future on market swings?”
Join us for a brief & informative and thought-provoking session, with guest speakers, and discover:
How high-net-worth families:
✔ Access liquidity instantly—no fire sales or bank approvals.
✔ Shield assets from probate, taxes, and family disputes–without sacrificing control or having to sell prized holdings.
✔ Potentially grow cash value with market upside—and downside protection.
Who This Is For:
– High Net Worth Individuals
– Business Owners
– Clients with illiquid assets
– Clients with multi-property portfolios
– Accountants overseeing affairs in respect of the above
Key Points
- A proven process that helps clients address their complex estate for hidden liquidity risks
- Universal Life Insurance strategies, that are tailor-made for high net worth individuals, business owners, and wealthy global families
- A checklist to determine if Universal Life Insurance aligns with your goals and aspirations
- A proposed action plan
Meet your webinar host
Guy Woodard
Senior Associate, Holborn Assets
Based in southeast Asia, Guy is a financial advisor committed to improving the overall investment experience for both new investors as well as experienced ones. As a seasoned financial services professional, he understands and remains cognizant of the pitfalls that many investors face when selecting and working alongside a financial adviser.
Other speakers
Richard Williams
Senior Vice President - Geneva, Continental Financial Services
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