Quieting the Top Financial Fears of High-Net-Worth Families: How Families Safeguard Legacy, Liquidity, and Control | Holborn Assets
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Quieting the Top Financial Fears of High-Net-Worth Families: How Families Safeguard Legacy, Liquidity, and Control

Quieting the Top Financial Fears of High-Net-Worth Families: How Families Safeguard Legacy, Liquidity, and Control

About this 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 of discussion

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

Speakers

Guy Woodard
Guy Woodard

Senior Associate at Holborn Assets

Richard Williams
Richard Williams

Senior Vice President - Geneva at Continental Financial Services

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