We are delighted to present Wealth Management Wednesdays, a monthly call series which aims to explore the world of wealth management.
We never lose sight of the fact it is our clients' money we manage. We recognise the importance of keeping our clients as informed as possible about the considerations cross-border families face when it comes to managing wealth.
Throughout the call series, our host Todd Cowan is joined by experts to discuss a range of topics, including retirement planning, asset protection, trust & estate, philanthropy and generational wealth transfer.
If you are interested in joining our monthly call series, please contact firstname.lastname@example.org for more information.