Building on the success of the Global Citizen masterclass series held in April and September last year, Momentum Investments is excited to present the 2024 edition of this insightful conversation.
The event platform will remain open until the end of April 2024 allowing anyone who missed the live stream to view the event and receive CPD points.
Given that more and more clients are becoming global citizens, it is critical to understand the complexities of investing offshore and how to structure financial plans to suit each client’s unique needs and objectives.
Some of the important topics that will be covered include:
- International succession planning and worldwide succession laws
- A brief look at various countries’ succession laws
- International estate administration: Do I need a South African will and/or an international will?
- What solutions do I use in the international investment arena to facilitate effective succession planning?
The session focuses on the important aspect of international succession and estate planning and how this plays a role in determining the appropriate structure for your clients.
Useful tips and strategies to determine the key considerations when structuring an effective investment and estate plan for your clients are also provided.
Who are the participating speakers?
Momentum Investments’ team of legal, fiduciary and financial experts will lead the discussion and provide you with everyday examples to illustrate key concepts. You will have the opportunity to engage in interactive conversations and ask our specialists questions to gain a deeper understanding of the ever-changing nuances of offshore investing.
Participating speakers
