Join our Family Wealth team for our latest CPD event, ‘Family Wealth & Philanthropy’ – an engaging and informative seminar tailored specifically for legal professionals. This seminar aims to highlight the value of collaboration between legal professionals and financial planners in delivering effective, holistic support to client families.
Date: Thursday 28th August 2025
Time: 12:30 – 14:00
Venue: Kimpton Blythswood Hotel, Glasgow, G2 4AD
In today’s increasingly complex financial and legal landscape, clients benefit most when their advisers collaborate across disciplines. To that end, this session will demonstrate how a multi-disciplinary approach can help families not only manage and preserve wealth across generations but also incorporate meaningful philanthropic goals. In addition, we will highlight how this kind of integrated support creates a more holistic client experience. As a result, attendees will gain practical insights into how coordinated advice can deliver real value, not only financially, but also by helping clients achieve their long-term family and legacy objectives.
What to Expect with ‘Family Wealth & Philanthropy’:
The seminar features a comprehensive case study that brings these concepts to life, focusing on Trusts, Family Investment Companies, and Business Relief. Additionally, it also explores practical ways to introduce philanthropy into wealth planning conversations, showing how charitable goals can align with clients’ values and legacy aspirations.
We’re pleased to welcome guest speakers from Foundation Scotland. They’ll share their expertise in charitable giving and community impact, offering valuable real-world insight to enrich the discussion.
The presentation will begin at 12:30, followed by a Q&A session and light refreshments, allowing you to engage with our presenters and ask questions relevant to your practice.
Join us for this insightful lunchtime session and discover how collaborative planning can better serve the evolving needs of today’s client families. Spaces are limited, so secure your place today!
Register your free place here.
Get in Touch:
For more information, email marketing@acumenfp.com or call us at 01224 392350.
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Family Wealth (powered by Acumen Financial Planning) is a trading style of Acumen Financial Planning authorised and regulated by the Financial Conduct Authority. FCA number 218745.