Join us for our Wealth talk series to learn what issues families and business owners face when planning 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

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What challenges do entrepreneurs face to protect the future of their business and their family?

we will be looking at the succession needs of successful business owners – from long-established family firms to innovative start-ups and partner-owned enterprises. How can they ensure a smooth transition, business stability and weather business disruption?

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Smoothing the family succession path: succession planning that meets everyone’s individual needs?

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

Expert speakers moderating the talk

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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.

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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.

Interactive Q&As

Participate and ask your questions

You can drop your questions into the chat during the talk or ask them directly during the Q&A.

3 simple steps to participate

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We are looking forward to welcoming you

Do not miss our Wealth talk series

Upcoming session

Wealth talk 2: 26 October 14:00

Smoothing the family succession path: how can family succession planning meet everyone’s individual needs?