FINVIA
Webinar
FINVIA & PwC: A future-proof setup for family and business wealth
29.1.2025 16:30
GoTo Webinar
A war in Europe is unlikely. Nevertheless, let's ask ourselves the question "What if?"
In this webinar, we look at the challenges and trends that are shaping large wealth today. Together with PwC, we will shed light on how you can optimally protect your family and your wealth with a future-proof emergency plan. We take a look at strategies for securing wealth for the long term - from geographical diversification and choosing a second home to the importance of physical assets such as gold.
The topics
- Legal and tax issues
- Asset infrastructure
- Strategic asset allocation
THE SPEAKERS
Aivo Günther
Stephan Gerwert
Beatrice Reed
Aivo Günther is a tax consultant at PwC Germany in the Private Client Solutions division. He has extensive knowledge of inheritance/gift tax, company valuation and international tax law. Aivo advises family offices on all tax issues, in particular on planned relocations and longer stays abroad and on business and private asset succession.
Stephan Gerwert has been advising very wealthy families for almost 20 years in various roles at banks, a single family office and as a start-up entrepreneur. At PwC Germany, he is responsible for the Family Office Services division and acts as a strategic advisor at the interface wealth, family and company.
Beatrice Reed is a Senior Family Officer at FINVIA. She has been advising high net worth families, single family offices and foundations for almost 20 years, often with international and intergenerational structures. She has worked for UBS, Deutsche Bank and most recently Hartz Regehr in Munich.
Do you have any questions about our event? Please write to us at marketing@finvia.fo.
