Family Wealth & Estate Planning 2009

Unmissable for Advisers to wealthy familes and family offices

Family Wealth & Estate Planning 2009 is a one-day conference designed to provide professional advisors wealth professionals, and family businesses with cutting edge tools for wealth planning, and to build a profitable business doing so. The conference brings together some of the world’s leading authorities on wealth planning, who will offer strategies for addressing the issues effecting wealth creators, their families and inheritors. With a focus on business models, tax, legal and estate planning, the conference also offers insights into the “soft skills” required to run a successful “family office” business.

Intergenerational Planning for Wealth Creators.


Key In-Depth Sessions

  • Financial Planning for the UK’s Wealthiest Families
  • Developing Family Advisory as a Business Model
  • Estate Planning & Trusts
  • Family Governance and Averting Conflict
  • Protecting the Estate Against Predators
  • Tax Strategies for Maximising Business Wealth
  • Specialist IHT and Estate Planning Workshop

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In One Sentence

"Strategies and business models to tackle inter-generational and estate planning for wealthy families"

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