Long Term Planning; Wealth Management 101

Member event
November 16, 2022
Online
Online

Summary:

Join this digital session hosted Nick Travis and Luke Brooks, who jointly have been advising entrepreneurs for over 10 years at Evelyn Partners (previously Smith & Williamson). They will talk through how you can manage your wealth, help you grow and run your business, and set yourself up for the future.

The session will cover:

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