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11.15.2022 - Divorce

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Divorce Planning for Ultra NW Clients is Different
Presented by Olivia Summerhill,
Olivia Summerhill

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 client's 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.

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