Wealth Management 101

23rd Nov 22 - 23rd Nov 22

Wealth Management101 Header

As a Strategic Partner of Evelyn Partners we are delighted to be able to invite you to two of their upcoming webinars, covering key issues around exit. The first explores the types of wealth management strategies and structures that are commonly adopted by Founders. In the second, they will be exploring common approaches and tax strategies around exit, including common pitfalls and things to look out for.

This session will cover:

  • Techniques commonly used by entrepreneurs
  • Investment structures for founders
  • Building a portfolio, asset allocation, risk reduction

There will be opportunity to submit questions to the expert panel.

If you are able to attend then please register at the the link below which will take you to an Evelyn webpage.

Register here