Estate Planning for American Expats with Bonnard Lawson
Date and time
Location
Online event
Dunhill Financial welcomes Attorneys from Bonnard Lawson as we discuss estate planning specifically for Americans expats
About this event
Join us for an hour in which the team at Dunhill Financial speak with Guillaume Grisel, Anne-Caroline Albrecht and Jean-Philippe Mabru of Bonnard Lawson on estate planning specifically for Americans expats.
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Brian Dunhill is a Financial Planner with a core emphasis on concentrated positions, and retirement planning for Expatriates.
Past positions have led him to work in many capacities for prestigious firms on Wall Street including UBS, Lehman Brothers, and A.G. Edwards. Working as an analyst, in compliance and as a Financial Advisor has given him the full perspective on the operations of a financial firm.
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Dr Guillaume Grisel is a partner at Bonnard Lawson. He deals with cases involving international tax, banking, succession and art law, most often between Switzerland and the UK or the USA. He advises his clients in such matters as tax and estate planning (trusts, life insurances, foundations, wills, prenuptial and postnuptial agreements, art collections, etc.).
Having studied in English at Cambridge, in German in Zurich and in French in Lausanne, Guillaume works every day in these three languages.
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Anne-Caroline Albrecht is a Swiss attorney and a Partner at Bonnard Lawson (Dubai Branch) where she developed her main activity in serving private clients. She regularly advises individuals on Estate Planning and assessment of tax consequences, international succession and matrimonial matters. She benefits from her STEP qualification and is familiar with set up and management of vehicles such as Trust and Foundations.
Anne-Caroline holds a qualification in Compliance allowing her to advise and assist private clients in their relationships with banks and tax authorities.
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Jean-Philippe Mabru is the managing partner of Bonnard Lawson Paris (France). Former partner of CMS Bureau Francis Lefebvre in the Trust and Estate/Wealth planning department and a former partner at Alexen Avocats and of counsel at Coudert Brothers, he is recognized as one of the French experts in the field of international estate and tax planning and in Trust law and taxation.
Jean-Philippe is also Professor in Comparative Law and International Tax Law at ESCP Europe, the world’s oldest business school, and Director of the “International Wealth Management” Specialized Masters.
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Register in advance for this meeting:
https://us02web.zoom.us/meeting/register/tZAkfuqhpzwvHtVhV4_9fuzHehmzBoXBbbCH
After registering, you will receive a confirmation email containing information about joining the meeting.