Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
We are pleased to launch Women’s Wealth, Dolfin’s educational events and workshops helping accelerate women’s financial empowerment.
Please note the event is now full.
Our first Women’s Wealth event will address how to align your wealth management approach with your family planning and legacy goals.
Women have a powerful impact on family wealth and the transfer of assets to the next generation. They are critical decision-makers in matters of family finances and educating their children about money. From inheritance and succession of businesses, to family planning, children, and divorce, careful wealth and legacy planning is critically important. In particular, setting up the right structures will help you meet financial and lifestyle requirements at any stage of your life and protect you and your loved ones.
The event will provide key information and step by step guidance on family wealth planning and the role women can play in it. We will have an informative and informal conversation, with no lecturing and no selling, to answer any questions you may have about family finances and protection of your assets.
Stella Mitchell-Voisin is managing director of Summit Trust International SA and one of the founders of the company. Stella began her career with a major international banking group as a graduate trainee in 1991. She quickly moved in to the private banking and trust area and worked in Jersey before moving to Geneva in 1996. She has a wide range of experience of trust and company management including fine art, bloodstock, commercial and residential property, private equity, international portfolio management and private trust companies.
Nic Arnold is a Director in PwC’s Private Client Tax Team and heads up the Luxury Asset Advisory Group. Nic has extensive experience of advising multi-generational families and their Family Offices on the global tax aspects arising from their international lives and structures through which they own their assets including investments, property, superyachts, aircraft and art. Nic’s UHNWI clients range from those who have lived in the UK for many years to international clients who have businesses and investments in the UK or clients who have no connection with the UK but require cross-tax, cross-jurisdictional advice which she coordinates from London. Nic has been with PwC for 10 years and prior to this was with Deloitte and Anderson. She has a son, Max, and in her spare time enjoys sailing, snowboarding, mountain biking, yoga and painting.
Who should attend
Private clients and friends of Dolfin.
|10.30||Welcome and a glass of champagne.|
|11.00||Family wealth planning: what to consider.|
|11.30||Briefing on the use of trusts and case studies.|