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Meeting/Seminar

Save The Date - Family Office Services for Global Families - 19 November 2019

Host Branch
STEP San Diego
Event type
Meeting/Seminar
Venue
Northern Trust San Diego
Address
4747 Executive Drive, Suite 1100
San Diego
CA 92121
Country
USA
Date
19 November 2019
Time
12:00 - 13:30
Description

Speaker: Veronica Yepez of Perpetum Consulting

Veronica serves high net worth international families providing support through her experience as trustee, attorney, manager and coach. She has more than 15 years of international experience working with family-owned business translating the needs of such families into the establishment and management of domestic and international structures that allow them to accumulate and manage their wealth efficiently across generations and borders. Veronica works together with her client investment, legal, accounting and tax advisors in order to understand the family needs for estate planning, wealth preservation and management of their multi-jurisdictional. She mainly focuses on creating long term and trust based relationships with the families and their advisors. She believes that in order to create such relationships, families must be well understood by all those advising on and supporting the management of their wealth.

WHO SHOULD ATTEND?

We encourage all current STEP members, applicants and estate and trust professionals (including but not limited to attorneys, accountants, trust officers, and other providers of ancillary services in the estate planning area) considering STEP membership to attend.

Please RSVP to xavier@globalvantagewm.com

Checks should be made payable to “STEP SD” and sent to:
Mr Xavier Maldonado
Global Vantage Wealth Management
2240 Encinitas Blvd., Suite D #412
Encinitas, CA 92024

CPD
This program is approved for 1.0 General MCLE Credit

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
Members - $25.00
Non-Members - $35.00
Contact name
Xavier Maldonado
Contact phone
-
Contact email
xavier@globalvantagewm.com
Add to Calendar events/save-date-family-office-services-global-families-19-november-2019 11/19/2019 12:00 11/19/2019 13:30 Northern Trust San Diego, 4747 Executive Drive, Suite 1100, San Diego, CA 92121 STEP San Diego Save The Date - Family Office Services for Global Families - 19 November 2019 Speaker: Veronica Yepez of Perpetum Consulting Hosted by: STEP San Diego. Contact: Xavier Maldonado. Contact phone: -. Contact email: xavier@globalvantagewm.com