Join us for our next New Zealand Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Topic: TBC
Presenter; Claudia Shan, Avancier Legal
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Claudia is a lawyer who specialises in succession planning and wealth preservation for families. Through her firm, Avancier Legal, she advises local and international clients on asset protection, trust structures, cross-border arrangements, and international tax matters. She provides tailored solutions to safeguard financial and legal interests, working closely with individuals, entrepreneurs, families, and family offices to manage trusts, companies, and global entities effectively. With a career spanning top firms like Ernst & Young, Ogier, and Walkers, Claudia is dual-qualified in England and Wales and has over a decade of experience in private wealth advisory in New Zealand. Acting as in-house counsel for family offices and businesses, she collaborates with existing advisors on governance, compliance, asset transactions, and cross-border regulations to ensure seamless wealth management. |
Note: This event is for Advisors only.
We look forward to seeing you there.
For those unable to attend in person, this event can be offered in a hybrid format. However, you must let us know upon registering if you wish to participate online.
Thank you to our Event Host:
Please contact the FBA Office on 0800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
