Panel Discussion - Trends and developments in Wealth Structuring

Zac Lucas of Spencer West LLP

Jun 13, 2022

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

Trends and developments in Wealth Structuring

  • What are the multi jurisdiction solutions you can use today?
  • How do you blend the right structures for your clients?
  • What is the evolution of private client structures?
  • What are the differences between structuring for the first generation and the next gen?
  • What are the expectations of the next generation?

 

Chair

Zac Lucas
Partner – International Private Wealth
Spencer West

Panel Members

Gerard Gardner
Global Head Wealth Solutions
EFG Wealth Solutions

Tan Woon Hum
Partner, Head of Trust, Asset & Wealth Management Practice
Shook Lin & Bok

Kevin Lee
Partner
Stephenson Harwood

 

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