Monica Risam

Lombard International Assurance SA provides financial and risk assurance services. It offers expertise in wealth planning, cross-border wealth soultions, portability simulation tool and non-traditional assets. The company was founded on July 8, 1991 and is headquartered in Luxembourg.

HSBC Bank Plc (Broker) (HSBC Bank-Broker) is the broker/dealer division of HSBC Bank Plc, which is owned by HSBC Holdings Plc (LON: HSBA; NYSE: HSBC) in Great Britain. Headquartered in London, HSBC Bank-Broker was founded in 1880 and offers bespoke brokerage services across every major asset class for their corporate and institutional clients.

Lombard International Life Assurance Co. provides life insurance services. The company is headquartered in Philadelphia, PA.

Lombard International Agency, Inc. provides life insurance products through private placement. Its services include wealth planning, portability, non-traditional assets and institutional solutions. The company is headquartered in Philadelphia, PA.

Lombard International Life Assurance Co. (Invt Portfolio) (Lombard International-IP) is the investment portfolio division Lombard International Life Assurance Co., an insurance company headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Tiptree, Inc. (NASDAQ: TIPT). They provide superior customized insurance-based solutions to help individuals and institutions ensure their assets are protected, portable and can be passed on. Lombard International-IP manages the investment portfolio.