On Tuesday 4 October, First Names Group hosted a STEP Journal roundtable at the Shangri-La Hotel, high up in London's iconic Shard. Chaired by John Riches, the session focused on working with high-growth entrepreneurs and drew an impressive list of panellists representing some of the UK's leading law and audit firms.
The featured experts, which included our very own Mark Pesco and Kevin O'Connell, all have significant experience in working with international entrepreneurs and multi-generational families from all corners of the world, including Asia, Europe, the Middle East, Russia and the UK. Together they examined the complexities that typify the entrepreneurial client and the approach practitioners take when advising these clients. The topics covered include:
- Succession planning
- Separating power and control of the business from family assets
- Different models for holding a family's wealth
- The concept of governance
- The introduction of the next generation into the family enterprise
The event, which concluded with panellists sharing lessons learned from working with high-growth entrepreneurs, was a great success. Click here to read the STEP Journal write-up, out now, as a PDF.