UK Wealth Migration - Current Developments and Planning Opportunities

We are very fortunate to have Grayson Dufrene join us on March 18th from London.

Grayson founded Vie International Financial Services Ltd in 2003, aiming to cater to US and international clients on their cross border estate and wealth planning needs. Now, as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Trust and Estate Practitioner (TEP), he specialises in giving guidance to ultra-high net-worth international families and their professional advisors on estate/inheritance tax planning.

Cost: $50 (credit card); includes 1 hour of CLE credit from the Florida Bar.

Many thanks to Lauren Peterson and Whittier Trust for sponsoring CLE for this event.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher STEP SW Florida Chapter