October 5, 2023

Tax planning & Wealth management Networking Event

The Florida Chapter of the Swiss-American Chamber of Commerce co-hosted an insightful networking event with our partners, Vontobel and Carlton Fields, on two crucial topics about wealth management & tax planning.

In an increasingly interconnected world, understanding how to manage wealth and navigate the complexities of international taxation is paramount. The discussion was led by two distinguished experts in their respective fields, Pascal Koeppel, CIO at Vontobel SFA, and Michael Vandormael, Tax, Corporate & Estate Planning Attorney at Carlton Fields.

Attendees had the opportunity to gain valuable insights from these professionals, explore wealth management beyond the U.S. market, and understand at the same time how important it is to conduct pre-immigration tax planning when considering international relocation. The presentations with Q&A were followed by networking with fellow professionals and industry leaders.

At the Swiss-American Chamber of Commerce, we are committed to providing our members with the knowledge and connections needed for success in today’s global business landscape. Events like these exemplify that commitment.

We want to thank Vontobel and Carlton Fields for their partnership and expertise in making this event successful.