STEP Cayman Lecture

Dear Members,

We are pleased to invite you to our next branch event, a lecture presented by Murray Shapiro and Sara Johnson of RBC Wealth Management in Canada.

Private Client Outlook

The private client landscape is changing globally, and at a fast pace. Private clients who have diversified their worldwide property holdings and other assets increasingly require support to structure their affairs across numerous borders and to protect their holdings in the long term.

Visiting us from Canada, RBC high net worth planning consultants Murray Shapiro and Sara Johnson will share some of their recent experiences in working closely with HNW families and planning for next generations, international trustees, and teams of advisors from around the world. They’ll discuss trends in the Canadian private wealth world, how they have successfully collaborated with offshore trustees and attorneys in guiding international families, and some of the latest developments in succession planning including for digital assets, property in the metaverse, and NFTs. Join us for a varied and fascinating discussion.

Date

Thursday, 8 September 2022

Time

5pm

Venue

George Town Yacht Club (upstairs)

612B North Sound Road Grand Cayman

KY1, 1010, Cayman Islands

Price

CI$35.00 – STEP Members

CI$35.00 – STEP Students

CI$50.00 – Non-Members

Free for all full-time students (not in employment)

Free for members of the judiciary and employees of the Monetary Authority

Please confirm your attendance by emailing stepcayman@gmail.com