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On Demand

A Multifunctional Solution to Preserving Wealth and Creating a Bespoke Succession Plan

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05/04/2024

   |   

clock icon 14:00:00 BST

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Approx 30 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

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

  • 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

    Enjoyed the webinar?
    Arrange a call with the host

    Meet your webinar host

    Dina Elyacoubi Masri, Senior Wealth Manager, Holborn Assets

    Dina Elyacoubi Masri

    Senior Wealth Manager, Holborn Assets

    Wealth manager & seasoned banker I specialize in Legacy Wealth Planning to Preserve, Grow and ensure Easy Transfer of Wealth.

    Other speakers

    Richard Williams, Senior Vice President, Geneva/Continental

    Richard Williams

    Senior Vice President, Geneva/Continental

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    Essential Financial Planning for Expats in Portugal

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    How it Works

    1

    Signing up to a Holborn webinar easy and free. Simply complete the registration form above and we’ll take care of the rest. After you’ve registered, you'll receive a confirmation email from Zoom containing your webinar joining link and all relevant details. As the webinar date approaches, look out for reminder emails to make sure you don’t miss out!

    2

    On the day of the webinar, click the unique link provided in your confirmation or reminder emails to access the live session. You'll be taken straight to the webinar, where you’ll be able to watch the presenters, and engage through the Q&A or chat features. Attendee’s microphones and cameras are disabled for webinars, so you can just sit back and enjoy the presentation, wherever you are.

    3

    Holborn webinars are always recorded, so if you can’t make it or want to watch again, you don’t need to worry. Once the webinar has finished, we upload the recording to our YouTube channel and send the link out to everyone that registered. You can also revisit this page and watch the recording on our website too.

    If you have any questions for the webinar host before or after the webinar, simply complete the form above.

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