Managing the challenges of ‘globalized wealth’
Philadelphia, PA — September 23, 2016 – Lombard International, a global leader in wealth-structuring solutions for the high net worth market, today announced the creation of a Transatlantic Solutions Team.
The team is comprised of seasoned executives from the United States, Europe, Latin America and Asia and focuses on the unique challenges high net worth individuals and their families face as a result of the globalization 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,” said John Fischer, Senior Managing Director – Transatlantic for Lombard International. “These families have specialized 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 John Fischer, Senior Managing Director – Transatlantic, US; 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.
About Lombard International
Lombard International is a leading global life insurance-based wealth solutions provider, combining the strength and expertise of two specialist life insurance companies with over 20 years’ experience and market leadership in their respective fields. Lombard International provides wealth-structuring solutions using private placement life insurance and annuity products to high net worth individuals, their families and institutions around the globe.
The global group, branded as Lombard International, launched to market in September 2015. With head offices located in Luxembourg and Philadelphia, a combined global presence enables Lombard International to serve clients’ complex needs on a global basis while being sensitive to local cultures and attitudes. The firm is an industry leader in providing multi-jurisdictional wealth planning solutions through its partner networks across the United States, Europe, Asia and Latin America.
Global assets under administration are in excess of USD 75 billion with a global staff numbering over 500, including more than 60 technical experts specializing in 20+ jurisdictions.
Funds managed by Blackstone own Lombard International. Blackstone is one of the world’s leading investment firms with assets under management of over USD 350 billion.
For further information about Lombard International visit: www.lombardinternational.com