A practical look at our US/Sweden Wealth Passport
Madelene Gorbutt Hägg, Sales Director Sweden
Lana Jarvis, Senior Wealth Planner
Our Swedish team recently hosted a webinar focusing on our innovative Wealth Passport, a unique dual compliant solution designed to address the specific wealth planning requirements of Swedish residents moving temporarily to the US, or US citizens and permanent residents living and working in Sweden.
Part of our series “30 minutes to learn more”, this webinar features Madelene Gorbutt, Sales Director for the Swedish market, and our expert Lana Jarvis, Senior Wealth Planner.
In less than 30 minutes, Madelene and Lana introduce this innovative solution, discussing the What, Why and How. They also provide case studies describing what the ideal type of clients for this solution are and the benefits for wealth advisers.