Panel Discussion - Wealth Structuring Considerations when considering HNW Insurance

Peter Triggs of 1291 Group

Oct 5, 2022

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Wealth Structuring Considerations when considering HNW Insurance

  • What are the wealth structuring and legacy planning trends?
  • How does HNW Insurance need to be structured as part of a holistic wealth and legacy planning strategy?
  • Post-insurance planning should be discussed fully – how can you do that? What are the consequences of not doing this?
  • How should you use trust structures when considering insurance solutions?
  • How does insurance and a family office potentially blend together?

 

Chair

Peter Triggs
Partner
1291 Group

Panel Members

Zac Lucas
Partner – International Private Wealth
Spencer West

Lucia Luchetti
Trust Services Director
Equiom


Lee Sleight        
Head of Business Development, Asia
Lombard International Assurance

Carolyn Leng
Managing Director
Bordier & Cie
 

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