Thu, Mar 18 | Webinar

JOIN US! March 18, 2021 | CE Credit | International Wealth Planning and the Future of Philanthropy

International Wealth Planning and the Future of Philanthropy - Panel Discussion. The panelists are Gina M. Pereira (Meritus) and Luca Bonetto (G&P Group ) with the session moderated by VISTRA representatives Chris Marquis and Raúl Markos.

Time & Location

Mar 18, 10:30 AM – 11:30 AM

About The Event

International Wealth Planning and the Future of Philanthropy - Panel Discussion.

Notably, the pandemic saw many high-net-worth and ultra-high-net-worth individuals increasing their commitment to philanthropy – in some instances supporting healthcare programs responding directly to the virus.

It’s against this backdrop that Vistra conducted a large piece of research into private wealth and philanthropy towards the end of the year. Not only did we want to examine the attitudes of HNWIs and (U)HNWIs towards family wealth and charitable giving right now, but also to get a sense of their plans in the years ahead.

Join us for an exciting panel discussion around philanthropic engagement and giving as an emerging vertical in the planning space across the Americas.

The panelists will include,

1. Gina M. Pereira, Meritus; and,

2. Luca Bonetto, G&P Group.

And moderated by Chris Marquis, Global Head of Private Wealth Services Vistra and Raúl Markos

Vistra Miami LLC I Director, Private Wealth.

  • FPA of Miami Member
  • FPA of Miami - Non-Member

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