Annual Cross-Border Considerations for Advisers: Global Families and Business Owners Pre-event 2021
Duration: 2 hours
Price: R0.00
Annual Cross-Border Considerations for Advisers: Global Families and Business Owners Pre-event 2021
Presenters : Anne Klein , Chantal Robertson , Hanneke Farrand
A discussion relating to optimizing planning strategies, avoiding costly mistakes and implementing good governance
Due to the instant and constant changes and challenges in the advisory world, a pre-cross-border event will be hosted to deal with the most prominent matters. Advisers, business owners and families are revisiting their planning strategies due to changes in law, circumstances and their personal lives to lessen the impact of the local and global realities.
Changes could potentially trigger advisory discussions relating to:
- Relocating or diversifying into other countries, be it your business, your wealth or your family.
- Stress-testing the local and international laws against one’s wealth and succession plan.
- Understanding the tax changes and the focus on compliance.
- Looking at opportunities within the changing landscape of the exchange control relaxation world.
- Diversifying any risk and seeking opportunities created in the local and international world.
Key considerations
Changes to the local and international client and advice landscape is an almost daily occurrence which has been accelerated by the global pandemic. Due to the rapidly and ever-changing environments, in one’s personal and business life, matters must be considered from a technical and practical viewpoint with an aim to obtain solid advice. Join us for a discussion where we highlight the need to obtain advice on the client’s journey in search of global solutions and options.
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