“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