Keeping Business in the Family: The Good, The Bad, & The Ugly

Join us to explore the Governance, Legal Safeguards, and Financial Strategies to drive long-term Family Business growth without the friction
About this Event

Family businesses are often multi-generational and deeply embedded in the identity of the family. They may have profound importance to the family, their staff and customers, providing livelihoods and in some cases community that goes beyond simply being a business.

Families are often custodians rather than mere business owners and so need to think about long term sustainability and resilience as much as whether a business decision is right for today.

The format of the evening will be as follows;

5.00pm-5.30pm - Arrival, networking and refreshments

5.30pm-6.30pm - Keynote presentations

6.30-7.00pm - Open networking and a chance to chat with the speakers

Featured presentations;

• Governance: Ian Howard (Libertas Professional Services) shares strategies for implementing effective governance frameworks within family businesses.
• Legal Insights: Jessica Gowar (Ware & Kay Solicitors) breaks down essential legal considerations tailored to family enterprises.
• Financial Planning: Tristan Burd (Denham & Burd Wealth Management) delivers an overview of strategic financial planning for long-term growth and stability.

Ian Howard's session will cover;

• When a business run by a family becomes a family business and why this matters
• Why is it critical for family businesses to have the right governance - including case studies and examples
• Practical steps to review where you are and implement the right governance for your family business

Jessica Gowar's session will cover;

• Why having a contract of employment still matters
• What you need to know about the Fair Work Agency
• When the family bond breaks – maintaining professionalism

Tristan Burd's session will cover;

• Business protection - protecting key employees, shareholders and staff to build business resilience and provide continuity
• Employee benefits - putting together tax efficient benefits packages that can help to attract and retain top talent
• Taking care of yourself as a business owner - tax efficiently building diversified wealth outside of the business so that your financial future becomes assured reducing reliance on capital events on exit