Empowering Wealth Protection: Insights from the ‘Fortune Foundations’ Event in Iloilo

On Wednesday, September 11, 2024, J.Rotbart & Co., in collaboration with partners Metrobank Private Wealth and Henley & Partners, successfully concluded the “Fortune Foundations” Event at the Iloilo Museum of Contemporary Art. Attendees had a fantastic evening delving into unconventional investment avenues such as second citizenship and the trending topic of physical gold. Participants gained valuable insights on optimizing their banking portfolios by leveraging these alternative investment options to enhance and safeguard their finances. 

The event was a productive exploration of readiness for the future, addressing the ongoing geopolitical complexities and preparing for what lies ahead. We eagerly anticipate maintaining connections with our Iloilo clients, aiding them in wealth protection and offering a secure tangible asset in the form of physical gold for their succession planning endeavors both now and in the future.

For further inquiries on how physical precious metals can enhance your own, your family’s, or your clients’ portfolios, please don’t hesitate to reach out to us today!