BRITE ADVISOR’S FINANCIAL PLANNING EVENT IN NEW YORK

We are thrilled to have hosted our first New York City event, on the 23 rd of October. We partnered up with the wonderful team at the St George’s Society of New York, one of the oldest charitable organisations in New York, to host a Financial Planning & Tax Info-session.

We had a full venue and all attendees commended the knowledge of our three speakers. Here is a breakdown of how the evening went and some photos below! We opened the evening with a talk from Michael Basi, CEO of Brite Advisors UK, who discussed the expat pension problem. He looked at UK Defined Benefit pensions and the problems faced by expats trying to seek regulated advice, outlining the key considerations for an effective solution.

Andrew Anello, Senior Investment Advisor in our New York office, followed with a humorous take on financial survival tools, and the essentials of planning and having provisions in place. He looked at how to best prepare for the inevitable, focusing on wealth creation and protection.

Then Jim Cassidy, an International Tax specialist discussed wealth preservation through the implementation of strategies that minimise US and UK income taxes and avoid penalties – talking us through complex US tax concepts, UK/US real estate, state tax issues and US gift estate tax. Head of Advisory at Brite USA, Gareth Jones, introduced each speaker and ran a Q&A session at the end of the evening, followed by an hour or so of networking and drinks.

This was the first of many events for us and we hope to see you at the next one! If anyone would like to receive the materials presented on the night, please email us at [email protected]

Where to find us

115 Broadway, 5th Floor, New York, NY 10006, United States of America.
Tel: +1 646 891 5990.

800 Town & Country Blvd, Office 552, Houston, TX 77024, USA.
Tel: +1 347 471 7519

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Brite Advisors USA, Inc. is a Registered Investment Adviser with the United States Securities and Exchange Commission: File Number: 801-78041. Such registration does not imply any level of skill or training.

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