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Keeping it in the Family Office
Welcome to 'Keeping it in the Family Office,'. This podcast offers direct insights into the family office sector, focusing on trends, critical issues, innovations in wealth management, governance, and more!
Definition:
/to keep it in the family/
Meaning - to keep something within the family, such as private information, or to keep a family business or tradition going.
Keeping it in the Family Office
Working With Latin American Family Offices w/ Erik Halvorssen
In this episode, Erik, the head of private banking at Klosters Capital, dives into the unique financial landscape of Latin America compared to the US and Europe. He highlights the distinct challenges faced by Latin American clients, including privacy concerns and risks like extortion and kidnapping, and explains how Klosters Capital navigates these issues. Erik also discusses the strategic use of life insurance for liquidity and asset protection, emphasizing premium financing and the benefits of structures like dynasty trusts. Through real-life examples, he illustrates how these financial tools help ultra-high-net-worth families manage and preserve their wealth across generations.
How to Connect with Erik:
➡️ LinkedIn: https://www.linkedin.com/in/erikhalvorssen/
➡️ Website: https://klosters-capital.com/
About Nuvo Capital Partners:
➡️ Website: https://nuvocapitalpartners.com/home/
➡️ Host: https://www.linkedin.com/in/lennypisano/
Watch on Youtube:
➡️ Click Here: https://www.youtube.com/watch?v=WrpaoIcuWZU
