Tag: wealth planning switzerland

Patricia Guerra and Julie Wynne will be speaking at the Private Client Forum Americas 2022 in Mexico on 13 and 14 July 2022

Private Client Forum Americas unites the most senior and elite advisors to HNWIs and UHNWIs to discuss the most timely and concerning issues across the Americas, with an outlook on the rest of the world. From July 13-15 2022 the forum will bring together elite advisors to HNWIs and UHNWIs in Mexico.