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I went on to expand my focus to provide fully integrated wealth management services encompassing investment management, financial and estate planning, credit solutions and fiduciary services to high and ultra-high net worth individuals, families and foundations through team based delivery and relationship management.A substantial part of my experience includes providing solutions for clients with international planning needs through the use of trusts and various other ownership structures.
Talks About #investmanagement #wealthmanagement
Preferred Locations #Northamerica
The Miami Offshore Summit on June 29th is a meeting of offshore financial advisors managing clients and dealing with the unique challenges around achieving returns, generational planning, retaining good governance and more.
