Lombard International Group
Virginia Klein serves as the Executive Vice President and Head of Investments at Lombard International, a leader in global wealth and succession planning solutions, since October 2015. Prior to this role, Virginia Klein worked at Merrill Lynch Wealth Management, holding several positions including Director of Hedge Fund Origination & Product Management and Vice President of Private Equity Origination from September 2005 to September 2015. Virginia Klein began their career at Merrill Lynch as an Investment Associate from May 1999 to May 2003. Virginia Klein holds an MBA in Finance and Financial Management Services from Georgetown University and a BA in Political Science and Economics from Clemson University.
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Lombard International Group
30+ years of making legacy count: Helping our clients to ensure their assets best serve them now, and in the future. We understand what matters when it comes to protecting and preserving wealth today, so that it can be passed on to future generations. Whether it's for upper affluent, HNW or UNHW individuals, families, their advisers or institutions, as the leading global provider of customised insurance-based wealth solutions, we exist to make our clients’ legacy count. We provide wealth, estate and succession planning solutions that are comprehensive, compliant and proven, highly flexible, portable and adaptable to evolving lifestyles, that stretch across multiple jurisdictions and asset classes. Our 400+ teams of experienced wealth structuring and subject-matter experts, located in 11 cities across the world, serving 20+ markets, means that we have exceptional local market knowledge combined with the breadth and reach to serve our partners and clients on a global scale. To protect, preserve and pass on wealth in an increasingly complex world – experience, partnership and leadership matter. And we’re the right people to talk to. This [article], [material], [site] should not be considered as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy, an interest in any product issued by Lombard International Group anywhere in the world. Lombard International Group products are offered and sold solely in compliance with the laws of the various jurisdictions in which Lombard International Group is authorised to conduct its business.