“Multidisciplinary Approach to Wealth Preservation Using the Portuguese Golden Visa”
Hosted by Optylon Krea
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Agenda
Optylon Krea presents the three most essential perspectives that make up the ideal team in managing one’s wealth—a tax and immigration expert, a private banker, and an investment manager:
- Michael Maxwell (Dixcart Legal)—taxation perspective and the relative strengths of the Portuguese Golden Visa
- John Cross (Mirabaud Group)—portfolio management and capital preservation methods, especially in times of crisis
- Hakan Kodal (Optylon Krea)—investment management and how Portugal comes into play in creating an ideal investment strategy