Wednesday, 27 January 2021 19:00
Gary and Brian present with Swiss-based Registered Investment Advisors, Nick Frick and Sabina Weber Sauser from UBP Investment Advisors, their seminar, "Foreign Trust Tax Compliance and Diversification from the U.S. Dollar" via Live National Webinar
Foreign Trust Tax Compliance and Diversification from the U.S. Dollar
This seminar provides an overview of federal compliance rules regarding the administration of foreign trusts, foreign accounts owned by both domestic and foreign trusts, and required filings under the Internal Revenue Code, Financial Crimes Enforcement Network (FinCEN), and Foreign Account Tax Compliance Act (FATCA). Attendees will learn about the advantages provided by a Swiss-based RIA and international diversification from the U.S. dollar. Focused investment strategies and current trends in international wealth planning are also provided.
Thursday, January 28th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Monday, 11 November 2019 19:00
It's a celebration...Garden tour, Swiss Banking seminar, and a first-class Happy Hour! We invite you to join at the beautiful Leu Gardens in Orlando; Meet our Attorneys and UBP Investment Advisors
Agenda - November 12th
Harry P. Leu Gardens
1920 North Forest Ave.
Orlando, FL 32803
3 PM: Garden Tour (self-guided); Your opportunity to experience the garden at no cost.
4 PM: Seminar on The Future of Wealth Management in Switzerland. Learn about the benefits of wealth management in Switzerland in a post-FATCA world, including advantages provided by the Swiss regulatory landscape, international diversification, and focused investment strategies.
5 PM: Happy Hour Celebration - Open Bar & Gourmet Hors d'oeuvres
Can't come to all of the day's events? No problem. Come late and meet us just for Happy Hour.
We want to see you! Come on out and bring a friend. See the event flyer for more info.
We want to see you! Come on out and bring a friend. See the event flyer for more info.
1920 North Forest Ave.
Orlando, FL 32803
Register for this (no cost) event. This is one you won't want to miss!
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