Lombard International, a provider of life insurance-based wealth-structuring solutions for the high net worth market, has created a transatlantic solutions team.
The team is comprised of seasoned executives from the US, Europe, Latin America and Asia and focuses on the unique challenges high net worth individuals and their families face as a result of the globalisation of their wealth.
“More and more, individuals and families are living, working, and retiring in multiple countries giving them financial touch points that cross jurisdictions,” says John Fischer, senior managing director – transatlantic for Lombard International. “These families have specialised needs and are subject to increasingly complicated tax, legal, currency and planning issues. The transatlantic solutions team will address the complex issues facing US expatriates and prospective US residents by offering an integrated solution set.”
The team includes Fischer; Phil Trussell, senior managing director, Bermuda; Helmer Arizmendy, senior managing director, Latin America; Danilo Santucci, senior US tax counsel and wealth planner, Europe; Lee Sleight, manager – case structuring, Europe; and Freda Liu, marketing officer, Asia.