Panel Discussion - Wealth Structuring Trends

Marc-Andre Sola of 1291 Group

Sep 26, 2022

View Event

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

Panel Discussion - Wealth Structuring Trends

  • How is the role of estate and legacy planning changing today?
  • What are the moving parts – and how do you co-ordinate the best solution for clients?
  • What are the pitfalls and consequences of not doing it properly?
  • What do UHNW clients expect of their advisers and the professional services firms they work with?
  • What are the multi jurisdiction solutions you can use today?
  • What are the differences between structuring for the first generation and the next gen?
  • What’s the role of HNW Insurance in legacy planning and tax optimisation?
  • How is proposed Corporate tax and increased compliance likely impact the UAE as jurisdiction?



Marc-André Sola
Founder & Chairman
1291 Group

Panel Members

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

Nirav Dinesh Kumar Shah
Founder and Managing Director
FAME Advisory

Tim Denton TEP
Executive Vice President, Head of Wealth Structuring
Habib Bank AG Zurich

Bijal Ajinkya
Khaitan & Co

More videos from Marc-Andre Sola, 1291 Group

Latest Articles

Latest News