Friend Family Wealth Forum

The Friend Family Wealth Forum provides advice to individuals on how to structure and protect family businesses and wealth and ensure smooth succession and estate planning.

The advice provided as part of the Forum aims to provide expert opinion and continuous support that will allow you to focus on maintaining and increasing your family’s wealth, secure in the knowledge that what you have worked so hard for is shielded and that yours and your family’s future is provided for.

As part of the Friend Family Wealth Forum service we can advise on:

  • Structuring your business and investment portfolio
  • Structuring family company shareholdings
  • Estate planning
  • Inheritance Tax
  • Family Trusts
  • Will planning

Please contact David Gillies if you would like more information about the Friend Family Wealth Forum, or if you would like to generally discuss your business or personal plans, or click here to read more in our brochure.

We have also posted a vlog which explains why we have set up the Forum and how it can help family businesses.  Click here to watch it.

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