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Event Recap | Nov 14 | International Wealth Strategies Webinar

In this webinar session - 'International Wealth Strategies: How HNW Families Can Plan for Succession Across Borders', our seasoned speakers will delve into the knowledge in guiding individuals with US and Hong Kong, Asia/International family concerns, as well as the complexities brought by California's evolving trust and estate laws.

In this webinar, you will learn:

  • Cutting-edge Estate and Trust Planning: Uncover the most up-to-date strategies for efficient estate and trust planning, ensuring your assets are safeguarded and managed effectively, even across international borders.

  • Pre-Arrival Income Tax Planning: Acquire valuable insights into intelligent income tax planning prior to relocating, enabling you to minimize tax liabilities and enhance financial security.

  • Navigating International Family Tax Issues: Explore our presenters’ guidance on managing complex tax matters for high-net-worth international families, addressing cross-border financial complexities and estate management.

Special thanks to speakers:

  • Mr. PETER S. MYERS Tax & Wealth Planning Partner in the San Francisco office of Fox Rothschild

  • Mr. SCOTT M. SNYDER is an International Tax & Wealth Planning Partner in the Miami office of Fox Rothschild

  • Mr. BRIAN ROWBOTHAM, CPA, International Tax Advisor / Chair of the HKANC.

Disclaimer: This presentation is intended for general information purposes only. It does not constitute legal advice. The viewer should consult with knowledgeable legal counsel to determine how applicable laws apply to specific facts and situations. This presentation is based on the most current information at the time it was presented. Since it is possible that the laws or other circumstances may have changed since the recording, please contact the presenters to discuss any action you may be considering as a result of reading this article.


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