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Insurance as a Cross-Border Wealth Planning Tool: What, Why and How?

June 21, 2018

On June 21, Von Sanborn gave a presentation, entitled "Insurance as a Cross-Border Wealth Planning Tool: What, Why and How?" at Advising Latin American Families in a Transparent World, a conference presented by Private Client Finance and held in Miami, FL. Sanborn discussed the tax efficient use of private placement life insurance for Latin American-based families. He and his co-presenter also addressed issues related to Latin American families with U.S.-based family members as well as Latin American families with solely home country considerations.