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For many UHNW families, decisions about where family members live, work, study, invest and retire now extend across borders. As families consider alternative residence or citizenship rights through investment or ancestry, these decisions require careful attention to tax, legal, estate planning and structuring matters.
At the Institute’s October Virtual Roundtable, Judi Galst, Managing Director, Private Clients at Henley & Partners, will moderate a discussion on investment migration and the considerations facing families with ties to the United States and other countries.
Meet the Speakers:
Moderator
Judi Galst
Managing Director, Private Clients
Henley & Partners
Panelists
Amanda Andrews
Advanced Planning & Family Office Practice Group
Handler Law
Lucy Lee
Managing Partner
Citrin Cooperman Advisors, LLC
Tracy Lewis
Consultant
Managing Member, FStop Capital
Featured Panelist
Kim Kamin
Partner and Chief Wealth Strategist
Gresham Partners
Chair, Estate Planning & Legal Issues Domain, The UHNW Institute