Managing Wealth with a Family Investment Company

(Webinar held 1st July 2021)

The webinar covers:

  • What is a Family Investment Company?
  • What is the tax position of a Family Investment Company?
  • How to integrate the company into broader financial planning
  • What investment types or strategies might be suitable?


Nathan Prior (host), Erez Erlbaum (Partners Wealth Management)
Jamie Favell, Robert Astley (Tax Advisory Partnership)
Caroline Simmons, Urszula Caroto (UBS Wealth Management)


In collaboration with:



Nathan Prior & Erez Erlbaum


Caroline Simmons & Urszula Caroto