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05:00 PM - 06:30 PM (Central)
06:00 PM - 07:30 PM (Eastern) 

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Overview

"Planning & Succession Considerations for Business Executives and Owners in 2022" - HSBC Global Wealth and Personal Banking 

Thank you to our National and Gold Chapter Sponsors!

Panelists

Robert Nemzin Senior Wealth Planner, Wealth Planning and Advisory HSBC Private Banking, Americas

Robert Nemzin is a Senior Wealth Planner for Wealth Planning and Advisory for HSBC Private Banking, Americas. Robert works with ultra-high-net-worth individuals designing and implementing structures to manage their wealth and philanthropy across the generations. Robert has over a dozen years of private legal practice experience. He concentrated his practice in the areas of estate planning and succession planning, counseling individuals and business owners on various aspects of estate and wealth transfer planning and the formation and operation of public charities and private foundations. Robert has extensive experience in sophisticated tax planning techniques, including planning for dynasty trusts, life insurance trust planning, charitable trust planning, family limited partnerships and limited liability companies as well as cross border and international tax planning. Most recently Robert was a shareholder at the law firm of Butzel Long in their Bloomfield Hills, Michigan office. Robert has a JD from the University of Detroit Mercy School of Law and a masters of law in taxation (LL.M.) from New York University School of Law. He is admitted to practice in Michigan and New York and is member of the Taxation and Real Property, Trust & Estate Law Sections of American Bar Association. He is also a frequent national lecturer on estate planning topics. 

Rick Resende Vice President, Insurance Solutions HSBC Private Banking, Americas

Rick Resende is Vice President of Insurance Solutions for HSBC Private Banking, Americas. Rick works with seasoned underwriters from leading insurers to provide bespoke solutions that are uniquely suited to address the risks faced by today’s sophisticated client. Rick has over 25 years of experience serving high-net-worth clients and has been with HSBC Private Banking since 2001. Prior to joining HSBC, he was Sales Manager at Prudential Securities in Coral Gables, Florida. He remains actively involved in today’s wealth planning trends by staying in touch with a network of leading tax and estate planning professionals from around the world. He has been a recipient of several industry awards, including the insurance industry’s prestigious Top of the Table and was named a 5-Star Wealth Manager by Miami Magazine. Rick holds several securities and insurance licenses and has earned certifications from the American Bankers Association’s Institute of Certified Bankers and the Cannon Trust School. He received his Bachelor of Science in Electrical Engineering from Roger Williams University. 

Shahnilla Jamal SVP, Corporate Relationship Manager HSBC BANK USA, N.A.

Shahnilla Jamal is a SVP, Corporate Relationship Manger in the HSBC Commercial Bank. She works with privately held companies to help them with their financial needs.

In working closely with these companies and understanding how they operate, Shahnilla is able to bring them the best of the bank’s resources. As a team, HSBC can create efficiencies in processes, help optimize cash flow cycles, deliver relevant and timely industry related content, and facilitate trade activity with our international partners.  

Moderator

Carolina Costa Vice President - Relationship Manager HSBC Private Bank US

Carolina Costa is a Vice President - Relationship Manager at HSBC Private Bank, advising wealthy international families out of Miami – FL. She joined HSBC Private Bank over 10 years ago and has worked with Ultra-High Net Worth families in London and Singapore before joining HSBC Private Bank US. Prior to working as a Relationship Manager, Carolina worked as an investment analyst as well as a business manager. Carolina is originally from Brazil and holds a BA in Economics from the University of Pennsylvania. 

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