Webinar:

Trusts and Foundations: Timeless Wealth Succession Tools

Sponsored by: IQ EQ

Focused on:

  • Covid 19
  • Trusts
  • Foundations
  • Wealth

Date: 25 March

Days to go: 113

Time: 3PM London / 4PM CET

As the COVID-19 pandemic is leading more and more (ultra-)high-net-worth individuals, executives and family owned businesses to review their succession planning arrangements, what will be the role of trusts and foundations?

Our IQ-EQ webinar on 14 January 2021 will seek to uncover why trusts and foundations, after so many decades and indeed centuries, have not only retained but grown their appeal.

The session will examine the reasons behind increasing usage of such structures, from COVID-19 concerns to the modern and evolving make-up of wealthy families, their assets and the environments in which they live and invest.

We hope you will join us for this webinar, where together with our panel of experts, we will talk about what current and future challenges the wealthy face and reveal how trusts and foundations are being ā€“ and will continue to be ā€“ used as primary tools in succession and legacy preservation over multiple generations.

Presented by

TBC,

TBC

Key Learning Objectives

  • To understand the role of trust and foundation in succession planning
  • How these structures are still relevant

Audience

  • CEO
  • COO
  • Head of Client Service
  • Head of Customer Experience
  • Head of Private Banking
  • Head of Wealth Management
  • Head of Relationship Management
  • Head of Client Delivery
  • Head of Client Journeys
  • Associate
  • Partner
  • Senior Partner
  • Founder
  • Co-Founder
  • Heads of Legal and General Counsel
  • Executive Director
  • Client Director
  • Wealth Manager
  • Consultants
  • Advisors to UHNW and HNW
  • Head of Private Equity
  • CFO. CFO Private Equity