International Estate Planning: Opening And Introduction
Duration: 2 hours
Price: R195.00
International Estate Planning: Opening And Introduction
Presenters : Anne Klein , Christos Malikkidis , Lisa Czepek , Nicole Paulsen
Overview
Advisors frequently advise families and business owners on determining the optimal jurisdiction for international estate planning. As families expand their legacy, key decisions are made regarding relocating family members, expanding businesses, and utilizing international wealth structures for intergenerational wealth transfer. It is crucial to assess tax implications, explore available options, and capitalize on potential opportunities. Since no single advisor has all the answers, presenting multiple options that align with the family's mission and vision is essential. During this event, esteemed experts Lisa Czepek, Christos Malikkidis, and Nicole Paulsen will delve into the choices families face and the importance of finding suitable solutions.
The event will explore various opportunities to establish enduring succession plans, a critical focus for advisors as they work to secure the future of their clients' succeeding generations and family businesses.
Attendees will gain valuable insights into international estate planning and practical strategies that can be immediately applied to wealth management.
Video Content
International Estate Planning:
- Exploring the global landscape of private clients for families and businesses.
- Unpacking the EU jurisdiction for optimizing investments and protecting assets.
- Understanding critical tax considerations for families and business owners aiming to externalize or maximize their wealth or succession structures.
- Engaging in discussions on intergenerational wealth planning.
- Building a more significant network.
We Will Discuss the Following:
- Navigating the global landscape of private clients for families and businesses, focusing on Africa, Europe, and beyond.
- Exploring the options and opportunities available.
- Cyprus's return as the preferred EU jurisdiction for optimizing investments and protecting assets, creating sustainable wealth structures for South African families.
- Distinctive options available for families and business owners.
- Key tax considerations when externalizing or maximizing wealth or succession structures.