Wealth Structuring with Private Life Insurance Policies and Trusts

IQ-EQ is pleased to co-host a webinar, in partnership with Lombard International Assurance on Thursday 22 October at 2pm BST.

Wealth structuring has always had to take into account future needs and requirements from all stakeholders, including beneficiaries and regulators. Now more than ever, it will need to be robust enough to weather existing (and indeed, some still unknown) external challenges, yet be flexible enough to adjust to new circumstances. 

Join us for this webinar where, together with Lombard International Assurance, we will discuss the use of trusts, private investment companies and private life insurance policies for long term wealth structuring. 

Agenda 

2pm (BST):                 Introduction by Bas Horsten, Director, Sales & Business Development Caribbean & Latin America, IQ-EQ and Anna Nemenova, Senior Manager, Client Services, IQ-EQ Switzerland

2:15pm (BST):            An introduction to Wealth Structuring with Private Life Insurance by Enrique Barroso, Head of Iberia and Latin America and Ewelina Mackowska, Head of Case Structuring, Lombard International Assurance

2.30pm (BST):            The technicalities of life insurance as part of the wealth management tool box, by Pablo Peciña, Associate Director – Wealth Planning, Lombard International Assurance and Marta García, Senior Wealth Planner, Lombard International Assurance

2:45pm (BST):            Q & A session

3:00pm (BST):           Event ends

Anna Nemenova
Senior Manager, Client Services
[email protected]
+41 22 318 81 45