The wealth structuring firm has launched a new team dedicated to the needs of global families.
Lombard International, the wealth structuring firm, has created a transatlantic solutions team focused on the challenges that high net worth individuals and families face as a result of the globalisation of their wealth. The team is comprised of executives from across the US, Europe, Latin America and Asia.
“More and more, individuals and families are living, working, and retiring in multiple countries giving them financial touch points that cross jurisdictions,” said John Fischer, senior managing director of the transatlantic group at Lombard International (US).
“These families have specialised needs and are subject to increasingly complicated tax, legal, currency and planning issues. The transatlantic solutions team will address the complex issues facing US expatriates and prospective US residents by offering an integrated solution set,” Fischer said.
The team includes: Fischer; Phil Trussell, senior managing director, Bermuda; Helmer Arizmendy, senior managing director, Latin America; Danilo Santucci, senior US tax counsel and wealth planner, Europe; Lee Sleight, manager of case structuring, Europe; and Freda Liu, marketing officer, Asia.