Divorce planning is challenging for all, but it becomes particularly complex for clients once they have wealth of $7-10 million or more. Join divorce planning guru Olivia Summerhill as she shares insights learned over a decade of helping Ultra HNW clients navigate through issues such as multiple homes, family trusts, business valuations and funding lifestyles. Olivia will also share how she works with clients post-divorce on financial decision-making. As a bonus, Olivia will share ideas for how you can expand your practice in this ultra HNW space.
- What's unique about divorce for Ultra HNW families
- What does a good divorce team look like
- Understanding cash-flow and lifestyle needs
- How you can help clients post-divorce