Global Mobility, Planning and Diversification

Henley & Partners, DUGGAN BERTSCH, and Belvoir Wealth Management cordially invite you to a town hall-style discussion addressing global mobility, estate and tax strategies, and diversifying assets both in the US and abroad.

This session’s expert panel will feature leaders in wealth management, tax and estate planning, and investment migration.

Speakers:

• James Duggan
  Founding Principal, DUGGAN BERTSCH
• Deepak Soni
  CEO and Managing Partner, Belvoir Wealth Management AG 
• Michael Russelle
  Private Client Advisor, Henley & Partners

Date: Wednesday, 8 October 2025

Time: 16:00 CDT

Location: DUGGAN BERTSCH, 303 W Madison St #1000, Chicago

Please note this event is by invitation only. To secure your spot, please confirm by emailing mike.russelle@henleyglobal.com