Advising Family Businesses

  • When: October 31, 2018 9:00 am - 3:00 pm
  • Where: The Hilton Hotel, Deansgate, Manchester
  • Summary: An essential conference which considers many of the issues around advising owners of family businesses
  • Details:

    In partnership with

    09:00 Registration & Refreshments

    09:30 Welcome from the Chair

    09:40 Capacity Issues in Family Businesses
    Hugh Jones, Hugh Jones Solicitors

    10:25 Structure, sustain, succeed: the importance of tax planning for family businesses
    Vanessa Lee, EY

    11:10 Refreshments

    11:30 Shareholder Disputes in Family Businesses
    Neil Berragan, Kings Chambers

    12:15 Networking Lunch

    13:15 The transition from Family Operating Company to Family Investment Company
    Steve McMahon, Asset Risk Consultants

    14:00 Keynote Presentation When the soft stuff is the hard stuff – dealing with the human element of the system
    Daniel Trimarchi, Family Business Senior Manager, KPMG UK

    Thinking holistically means thinking about the family business as a system. Family businesses are living, evolving systems in which many variables interact to create complex and ever-changing scenarios. The family business client is the whole entity; the sum of the ownership, family and business activities. Daniel will explore the impact of the many interdependencies within a family system and how family dynamics impact the way we work with families including adult development, dealing with anxiety and defining a shared purpose.

    15:00 Questions & Closing remarks

    Cost to attend:
    MLS Members £75.00 + VAT (£90.00)
    Non-members £100.00 + VAT (£120.00)

    Book your place online here.

    Alternatively you can book by emailing or completing and returning the Advising Family Businesses booking form

    This conference is kindly sponsored by

    By booking a place on this course you are agreeing to our terms and conditions details of which can be found here.

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