On Demand

Financial Planning For US Expats Living Or Moving To Portugal

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08/02/2024

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clock icon 18:00:00 BST

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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

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

  • 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

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    Meet your webinar host

    Sam Daynes, Senior Wealth Manager, Holborn Assets

    Sam Daynes

    Senior Wealth Manager, Holborn Assets

    I have been a financial adviser for over 23 years. I enjoy spending time with my clients, to really understand their needs, requirements and goals. This ensures that I build individual tailor made solutions. Through my many years of experience, I have developed an in depth understanding of all aspects of the financial sector.

    Other speakers

    Chris Gabbett, Partner and Wealth Manager, LGT

    Chris Gabbett

    Partner and Wealth Manager, LGT

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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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