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Cross-Border Planning: Riyadh
17-18 September 2024
Hyatt Regency Riyadh OlayaSaudi Arabia

Carol Mushriqui
Executive Director at JP Morgan Private Bank
Speaker

Profile

Carol Mushriqui is a Wealth Advisor for the Middle East, North Africa and Turkey, based in London.

Prior to joining J.P Morgan Private Bank in 2018 Carol spent 12 years in private client consulting with Deloitte and PwC. She was based in Dubai for 5 years, advising local families oninternational structuring for asset protection and succession planning strategies.

Carol has a particular focus on engaging the next generation in family wealth discussions and helping families to prepare and plan for the transition of wealth. She leads Next Gen educational programs in Europe and the Middle East and partners with families to help them pass on their values about money and wealth to their children.

Carol is an experienced UK Chartered Tax Advisor (CTA) and is certified in Family Business Advising (CFBA) with the Family Firm Institute in Boston, USA. She is also a certified Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

Outside work, Carol loves spending time with her husband and three young boys.

Agenda Sessions

  • Estate & Succession Planning for families in the Kingdom

    09:50