Join us for our Wealth talk series where we will discuss how clients can create their future legacy. In lively interactive sessions we will share details on solutions for families, entrepreneurs, start-ups and many more. Discover how they can take control of their wealth transfer and their succession planning.

Wealth talk series

relaxed 225274702

1: The 3 elements for a smooth business succession planning

What challenges do business leaders face when making plans to protect the future of the family and business? How can they ensure a smooth transition, business stability and weather business disruption?

couple 1033249180

2: The 3 elements for a peaceful family estate planning

What unique succession planning and wealth transfer challenges do families face especially with a family-owned business and how can they ensure a smooth transition of ownership that meets everyone’s needs?

Expert speakers moderating the talk

V Simonin-20200123-WA0004
Véronique Simonin

Head of Sales & Strategic Key Partner Management

Véronique has extensive experience in private banking and life insurance in Europe and Asia, where she has served as board member and in various senior management and executive positions. Her areas of expertise include advising wealthy families in an international context, product and solutions as well as managing sales teams.

SBarili Portrait
Stéphanie Barili

Sales Director VUL Europe

Stéphanie has extensive experience in private banking and life insurance in Europe and Asia, where she has served as board member and in various senior management and executive positions. Her areas of expertise include advising wealthy families in an international context, product and solutions as well as managing sales teams.

Participate and ask your questions

Interactive Q&As

You can ask your questions during the talk by simply dropping them into the chat. We will pick them up from there and discuss them in our closing Q&As.

3 simple steps to participate

SLG webpage num 1

Register for our talk

Complete the short online form to register your interest.

SLG webpage num 2

Get an e-mail confirmation

In the e-mail you find the link to participate in our talk

SLG webpage num 3

Connect to our talk

On the date of our Wealth talk click on the link to connect.

We are looking forward to welcoming you

Do not miss our Wealth talk series

Wealth talk 1: Business succession planning

The three elements to consider for a smooth business succession planning

Wealth talk 2: Family estate planning

The three elements for a smooth family succession planning

Wealth talk 3: The illiquidity trap

The 3 elements that help ensure liquidity is created for personal projects and the future of the next generation 

Wealth talk 3: Women in finance

The 3 elements ensuring protection, financial confidence and a secure future