On the 1st May, Sandaire’s Chief Executive, James Fleming, was a keynote speaker at the Private Wealth Forum in Westminster. James spoke around succession planning being one of the most important things that family owned businesses need to do. The session focused on pitfalls to avoid and best practices to consider, as well as the differences in managing wealth of the younger vs older generations. Below are some top tips in the forms of pitfalls and best practices of ‘joining the firm’.