Unique Solutions for Enhancing Global Wealth
Speakers: Celeste Moya, Kristin Bulat
Year: 2015
Body of Knowledge:
Estate Planning/Wealth Transfer,
International Planning
Competence: Technical |
Level: Advanced |
Session Rating: 3.96
With today's interconnected, global world, it is unusual to find people who don't have some ties to other countries; whether that's dual citizenship, investments, charitable involvement, or business interests. How do we effectively advise these individuals? We will be examining the challenges and opportunities facing the global client as we seek to enhance global wealth.