Family Wealth & Philanthropy CPD Seminar
Schedule
Thu Sep 26 2024 at 12:00 pm to 02:00 pm
UTC+01:00Location
The Caledonian Edinburgh, Curio Collection by Hilton | Edinburgh, SC
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Join us to understand the crucial collaboration between legal professionals and financial planners in serving client families effectively.About this Event
The aim of this lunch & learn is to provide insight and educate attendees how financial planners and legal professionals can collaborate to service client families in a multi-disciplinary and holistic setting.
This presentation will cover a detailed case study with reference to Trusts, Family Investment Companies, Business Relief, and exploring Philanthropy.
Lunch will be served on arrival, and presentation to begin at 12:30pm
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Where is it happening?
The Caledonian Edinburgh, Curio Collection by Hilton, Princes Street, Edinburgh, United KingdomEvent Location & Nearby Stays:
Tickets
GBP 0.00
