Andrea SolanaPartner, Head of Advanced Planning at MASECO Private WealthSpeaker
Profile
As Partner and Head of Advanced Planning at MASECO, Andrea’s focus is on advising (and providing support to other Wealth Managers who advise) high net worth and ultra high net worth individuals with multi-jurisdictional financial interests to design and implement strategies for tax-efficient and risk-managed asset growth. Andrea regularly writes articles in various expat magazines and is periodically asked for press comment on US expat financial planning topics. Additionally, she has written numerous whitepapers regarding fundamental financial planning and investment strategies for US connected individuals and has previously been a speaker at both The World Bank and IMF.
In 2018, Andrea was recognised by Professional Advisers in the inaugural Women in Financial Advice Awards, winning the category 'Woman of the Year - In-house Adviser Support'. In 2020, Andrea was featured as a ‘Distinguished Individual’ in The Spear’s 500 publication which is a guide to the top private client advisers, wealth managers, lawyers and service providers for HNW individuals.
Agenda Sessions
A look at alternatives to trusts
, 16:00View Session