Asset Protection in a World of Government Stress
Thursday, June 13, 2013 from 7:30 PM to 9:15 PM (CDT)
San Francisco, California
London, United Kingdom
The voracious appetite by developed world governments to finance baby boomer entitlements over the next forty years will lead to increasing demands on private wealth. Wealth taxation or confiscation can take many forms such as just became evident in Europe in which protections afforded to bank depositors is being rescinded leaving depositors exposed to taxation.
The rules and risks faced by private wealth owners have been altered and so have the possible protective wealth forms that allow access to markets that are more conducive to the protection of and growth of assets.
Professor Spellman will provide context and the below speakers will provide expertise in their respective areas.
Ms. Giordani represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures. She is a Partner with the GSRP law firm in Austin, TX.
Keith Schnelle, CFP
Keith Schnelle, CFP is an independent financial advisor to high net-worth U.S. citizens and resident nationals in virtually all aspects of their financial lives as a Certified Financial Planner™. He currently focuses on fee-based financial planning and asset protection strategies for clients seeking global wealth diversification. Keith Holds a BBA degree from Rice University in economics and business management.
Reception in AT&T Executive Education and Conference Center courtyard starting at 6:45PM. Cash bar.
Event organized by TheSpellmanReport.com
When & Where
Professor Lew Spellman, and Invited Financial Professionals [see below]
Lew Spellman is a Professor of Finance at the University of Texas McCombs School of Business. The Spellman Report seeks to interpret current and future trends in the economy and financial markets from the perspective of history, theory, policy and market expectations.