Swiss Life Global Solutions sponsors for the 2nd year the annual conference “HNWI Russian Clients: risks in the era of global tax transparency” on 30 March 2017 in Monaco.
Caroline Bohrer, Sales Director for Swiss Life Global Private Wealth Solutions will speak at this conference on the theme “Life Insurance as effective wealth and succession planning tool for Russian clients". The main subjects of her speech are:
- What are the possibilities in terms of succession planning?
- What is the flexibility in terms of assets, custodians that can be held via this vehicle?
- What are the reporting obligations?
- Is the solution recognised internationally? What happens if the client changes residence?
- Can it be combined with an existing structure: Trusts, Cyprus Companies?
Caroline Bohrer
Sales Director for Swiss Life Global Private Wealth Solutions