- When
- Tuesday 2nd February 2027 · 4:45pm
- Where
- In person, LGT, London
- Host
- Trinity Capital Partners
Selling a business, or getting ready to, raises a big question: what happens to the money next? A family investment company (FIC) is one way to hold and invest wealth for the long term while keeping control of how it’s passed on. This session looks at how they work, who they tend to suit and what to think about before setting one up.
Who’s speaking
- [To confirm: David Lane of LGT.]
- [To confirm: Sam Inkersole of BKL Chartered Accountants.]
The afternoon is hosted by Robert Saunders, Senior Partner at Trinity Capital Partners, who leads Trinity Private Office.
Who it’s for
Entrepreneurs, especially those thinking about a sale, and the professionals who advise them.
The room at LGT’s London offices holds 35, so places are limited. If you’d like to join us, get in touch and we’ll pass your details to Robert.
For information only, not personal advice. A family investment company isn’t right for everyone, and tax treatment depends on your circumstances and may change.
