Past Event

How Multinational Families Navigate Wealth Management & International Estate Planning

Thu. October 12, 2023 08:30 am - 10:30 am !Marsh McLennan Offices New York, NY 10036

Join us for a discussion about cross-border wealth management and estate tax planning. Our experts, legal and financial professionals, will share innovative strategies and insights to global wealth management and cross-border estate planning.

AGENDA will include topics like:
Wealth management:
• Global economic developments
• Family offices on both sides of the Atlantic (Switzerland, UK, US)
• SEC & IRS topics for global families
• Diversification solutions: custody, investments & currency
• Specific asset classes: art and luxury real estate

Estate Planning & Taxation:
• Trust & Estate planning for global families – new trends and developments
• Succession planning
• Foreign Investment in U.S. Real Estate
• Foreign Trusts, Estate and Gift Taxation
• Pre-immigration & Expatriation Tax Planning
• Foreign Account Tax Compliance Act (FATCA)

Art as an asset class:
• Art investment trends - how and what to invest in?
• Legal aspects of art ownership and investment - what are the challenges and benefits
• How to put together and manage art collections

Life and other insurance products:
• Insurance as part of the investment strategy
• Tax free accumulation and wealth creation
• Currency diversification with competitive IRRs
• Underwriting considerations

SPEAKERS:
• Sasha Bau, Partner, SMITH, GAMBRELL & RUSSELL, LLP
• Joshua Klein, Executive Director Life Division, MARSH MCLENNAN AGENCY
• Deepak Soni, Managing Partner - CEO, BELVOIR WEALTH
• Yvonne Bendinger-Rothschild, Executive Director, EACCNY [Moderator]

 

TIME:
8:30 – 9:00 AM Check-in | 9:00 – 10:00 AM Program | 10:00 – 10:30 AM Networking


REGISTRATION FEE:
EACCNY Members: Free
EACCNY non-Members: Free


COVID PROTOCOL:
Proof of Covid-19 vaccination is required to attend.