Exploring the complexities faced when advising US connected clients

Katie Royals speaks to Paul Nixon, the chief executive of LGT Wealth Management US, about how the firm works with high net worth US connected clients to optimise their finances. This podcast is for information purposes only and does not constitute investment, tax or any other type of advice and should not be construed as such. The views expressed herein do not necessarily reflect the views of LGT Wealth Management US Limited as a whole or any part thereof. All investments involve risk and may lose value. Your capital is always at risk. Information about potential tax benefits is based on our understanding of current tax law and practice and may be subject to change. LGT Wealth Management US Limited is Authorised and Regulated by the Financial Conduct Authority in the United Kingdom, and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States.

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Exploring the complexities faced when advising US connected clients is an episode from Wealth Whispers - A PAM Insight Podcast by PAM Insight.

This episode is 23:20 long.

This episode was published on Jul 19, 2024.

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