May 13th event
Speaker:
Nicco is a Manila-born wealth management lawyer who is a key advisor to international family offices, charities, and business owners.
Upon completing his dual law and public policy degree at the University of British Columbia, which included an exchange to the University of Manchester, and working in national law firms in Singapore and Malaysia, Nicco summered, articled, and practiced in the wealth management law division of a preeminent Canadian national law firm. Here, he practiced for several years as both an estate litigator and solicitor, and particularly enjoyed serving multigenerational business owners and offshore family offices.
He then spent over 5 years at the director level of a Canadian national bank providing estate planning advice to investor clients. This experience enhanced his strong finance background within the lending landscape and provided greater insight into how to support the practices of investment advisors, private bankers, and insurance advisors.
Event Details
TOPIC: Executor Fee Requests
What charities should consider when fee proposals seem unsuitable