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2021aug upcoming event 1 - Delivering Structured Financial Solutions to Ultra-Affluent Clients with Jeff Coyle

Delivering Structured Financial Solutions to Ultra-Affluent Clients with Jeff Coyle

Calendar
25/08/2021 - 25/08/2021
Opening at
11:00
Closed at
12:00

Description

What are the factors critical to the success of a family office?
What do family offices need to deliver on their value proposition? How can professionals enhance clients’ confidence to help them achieve the lives they envision? To learn more on how family offices can systematically organise, assess, and determine the trade-offs between risk, liquidity, consumption, intergenerational wealth planning and tax, tune into our webinar co-organized with Dimensional, titled “Delivering Structured Financial Solutions to Ultra-Affluent Clients with Jeff Coyle”, on 25 August (Wednesday).

 Date: 25 August 2021 (Wednesday)
Time: 11:00am HKT
Speaker: Mr Jeff Coyle, Founder and Chief Investment Officer, Monograph Wealth Advisors
Moderator: Mr Joel Teasdel, Head of Wealth Management Group and VP, Dimensional Fund Advisors

Register here for webinar details: https://www.eventbrite.hk/e/delivering-structured-financial-solutions-to-ultra-affluent-clients-registration-166012773675