Members Only Breakfast Meeting: Asset Management and Custody for the Offshore Asset Protection Trust
The subject of Offshore Asset Protection Planning can be controversial and misunderstood yet highly effective in practice. Beyond the intricacies and details of a well-crafted offshore asset protection plan, many practitioners and most lay people have little to no idea how to practically execute the investment strategy associated with such a structure.
In that regard, please join us when Neal Rubin, Managing Director of International Custody & Asset Protection Solutions at City National Rochdale, a $30 billion RIA, will be speaking on the subject of Asset Management and Custody for the Offshore Asset Protection Trust at our “members only” breakfast meeting on Wednesday, March 8, 2017, 8:00 a.m. to 9:00 a.m., at the U.S. Trust Offices located at One Gorham Island, 2nd Floor, in Westport. Neal has a long history in the financial services industry, with over 14 years of experience managing highly sophisticated bespoke portfolios for U.S. people with fully tax compliant offshore trusts.
Mr. Rubin joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2004. Previously, he was a Director and founding executive for Credit Suisse Private Advisors in New York City. During his career, he was also a Partner at a boutique merchant bank and Senior Vice President managing major private banking operations for national commercial banks, including Fleet Bank, Bank of Boston, and Bank of New England. Mr. Rubin earned a BA in Economics from Brandeis University and his MBA from Harvard Business School.
Reservations to attend can be made by contacting me by email (thenske@lenoxadvisors.com); “first come, first served.” As a courtesy to those who attend, we request that cell phones be silenced during the session. We also request that “No Shows” be minimized.
If we must cancel a breakfast meeting, an email will be sent to all registrants for whom we have an email address and we will make every effort to contact all registrants by phone as well. If you are unable to check your email or voice messages, please visit our website at www.epclfc.org where the cancellation announcement will be posted on our home page under “Next Meeting.” Except in unusual circumstances, we would know about the cancellation by 4:00 p.m. the afternoon prior to a breakfast meeting.
