In this session, we will dive into how UK and offshore Family Investment Companies are actually being used to protect hard-won wealth, keep control in the right hands, and plan for the next generation. We will focus on real structuring decisions founders face as their businesses scale, exits approach, and IHT becomes unavoidable.

Expect a practical, founder-first discussion on what works, what to avoid, and how these structures can (and can’t) support long-term wealth and succession planning.


Who may attend: EO Members, Key Execs 

EO member registration

Speaker

simon

Simon Denton

Managing Director @ Sovereign Group

Simon Denton

simon
Managing Director @ Sovereign Group