Family Office Forum: Professionalising, investing and transferring wealth

As significant family wealth has grown, we have seen the increase in family offices taking professional oversight. They deal with a complex array of investments, charitable works, ownership of passion assets and increasingly, the largest intergenerational wealth transfer in modern history.

Our exclusive forum will look at the key themes facing family offices, the structures they use and collaborative approaches that help families grow their wealth securely, protect what matters and foster values to create a confident transition.

The event features a specialist panel including a partner at Scott Capital Partners with specific expertise of running a major UK family office, the CEO of Auxilium Wealth and both RSM UK and RSM US Family Office partners to give a transatlantic view.

The session will be followed by Q&A, networking with canapes and drinks.

What we will explore:

• Practical view on issues facing family offices
• Insights into risk protection and structural efficiency
• Approaches that support steady growth and client confidence
• How multi-generational planning is being dealt with.

Secure your place today.

If you have any questions about the event please contact George Blythe

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