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?

Speakers:

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:

 

PWM_LOGO_CMYK

Nathan Prior & Erez Erlbaum

UBS

Caroline Simmons & Urszula Caroto