„Let’s go to MDRT!” Dr. Sanjay Tolani workshop szponzoroknak

Description

Inter-Generational Planner | Financial Structure Innovator Philanthropist Dr. Sanjay Tolani is a legend in the world of intergenerational wealth management. He holds a Ph.D. in finance and is the recipient of numerous certifications and awards.
Igazi vízionárius és az innovatív pénzügyi termékek úttörője.
Inter-Generational Planner | Financial Structure Innovator Philanthropist Dr. Sanjay Tolani is a legend in the world of intergenerational wealth management. He holds the Ph.D. in finance and is the recipient of numerous certifications and awards.
Dr. Sanjay Tolani is an internationally recognized wealth planning consultant and researcher known for his innovative and groundbreaking financial products developed for the world's wealthiest. His contributions to the financial services industry have earned him a reputation that has made him a living legend.
Dr. Tolani holds a Ph.D. in finance, banking, risk management and actuarial science. He holds several professional certifications, including the Life Management Institute (FLMI) and the Certified Finance Professional (CFP, Canada). Throughout his career, Dr. Tolani has held numerous sovereign and corporate board positions. His appointments have included institutional board roles, including those with international financial services firms, multinational education companies, religious and non-profit organizations, and others. He is also the founder of Tolani Flowᵀᴹ, a revolutionary financial strategy available globally to family businesses for intergenerational wealth management.
In addition to his many accolades and successes, Dr. Tolani remains committed to community service and global philanthropy. He strongly believes in the importance of education, and has supported the Pearl Foundation in China, which provides education to underprivileged and special needs children. He continues to contribute to the Million Dollar Round Table Foundation (USA) and the Goodwill Charitable Foundation, which builds nursing homes and educates children in India.
Dr. Tolani is a true inspiration and a special asset to the world of financial services.
He is committed to serving families and individuals while improving the lives of those around him, striving to ensure that his work has a lasting positive impact on future generations.
References:
CEOs of several multinational companies have sought his advice in structuring complex cross-border transactions and managing their personal investments.

Parliamentarians from several countries who sought Dr. Tolani's advice on tax planning and compliance legislation.

Several wealthy family heads have sought Dr. Tolani's assistance in developing tax-efficient, multi-generational inheritance plans and protecting their assets.
Successful entrepreneurs who have worked closely with Dr. Tolani to develop customized investment portfolios and implement succession plans.
Numerous startups and venture capital funds have sought Dr. Tolani's guidance in developing shareholder compensation plans, capital raising strategies, and exit or succession plans.
Diverse high net worth families who applied Dr. Tolani's innovative solutions to their personalized financial plans that aligned with their values and priorities.
Dr. Sanjay Tolani is not only one of the greatest figures in the financial world, but also a professional who has made a significant impact in different parts of the world, both personally and professionally.
On the first day of the Congress, he will hold a special, exclusive lunch-related lecture for his audience, entitled "Lunch with Dr. Sanjay Tolani," and on the next day, he will welcome those who want to succeed to a fun, easy, immediately memorable practical workshop!