Name
We are Family - Tailoring Family Wealth Strategies: Jurisdiction Shopping and Alternatives to Family Offices
Date & Time
Wednesday, March 12, 2025, 3:20 PM - 4:05 PM
Description

In an era of evolving wealth management, families are rethinking how and where to structure their operations. This session will examine the key considerations driving families to establish offices in specific jurisdictions. For families who prefer not to establish a formal family office, we will explore innovative approaches to wealth management that offer flexibility and control without the need for a dedicated family office structure. Learn about the most intriguing jurisdictions currently favored by families and how to tailor solutions that meet diverse needs and priorities.