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Dianne Mehany Explores Planning for Nomad High-Net-Worth Clients at IBA International Private Client Conference

March 3, 2021, 2:00 PM
Speaker:Dianne C. Mehany
Program:Roundtable Three: Advising the Ever-Changing Client
Event Sponsor:IBA 26th International Private Client Virtual Conference: Advising real clients in a virtual world
Registration:Click Here To Register

Our clients are changing citizenship, residency, life partners and/or assets at an ever-increasing rate. How do we plan for them if they keep changing their situation before, or soon after, implementing our strategic planning? How do we deal with the changing attitudes to wealth between generations? Are our clients’ children making an ethical, sustainable path their focus rather than wealth accumulation?

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