On the 28 March we held an event titled ‘Top Questions that Families of Wealth Ask’ at 10-11 Carlton House Terrace, home to the British Academy for the Humanities and Social Sciences. The evening seminar was organised to answer some of the questions that are at the forefront of the minds of families of significant wealth. Following our event we have launched a podcast series on the topics of Children and Money, Leaving a Legacy and Planning, all of which were discussed on the evening by our panel of experts. The first podcast last week focused on the topic of Children and Money.
We hope that you enjoy the third and final in this series of three podcasts, which will focus on the topic of Planning. Speaking on the podcast are experts including Tom McCullough of Northwood Family Office, Caroline Burkart from Scorpio Market Research, family advisor Juliette Johnson and Deloitte’s Peter Leach, all of whom were joined by our panel facilitator, Sandaire’s Chief Executive, James Fleming.