Events

Event details

Breakfast panel: Entrepreneurs and exit planning

Date 
6 February 2020
Time
8:00 am - 10:00 am
London

We are delighted to be back in London on Thursday 6th February for a panel discussion on Entrepreneurs & Exit Planning. The event is kindly sponsored & hosted by the law firm Trowers & Hamlins, who are actively involved in assisting HNW clients in growing, expanding & successfully exiting businesses to enhance and preserve their wealth.

After the panel session, guests will have the opportunity to circulate and meet professionals from a variety of specialisms and locations, all of whom serve wealthy international families. PCD Club events are designed to aid networking and maximise business development opportunities in a relaxed and social setting.

We are delighted to confirm the expert panel below to discuss this topic, chaired once again by Ken Chapman of EFG Private Bank:

  • Derek Zissman, Co-Founder @ Crossroads Partners - Derek is a chartered accountant, who joined KPMG in 1971 and was appointed a partner in 1976. During a career with the firm, which spanned 37 years, he acted for three FTS100 companies, two of UK's largest retail groups, a major European airline and two private equity firms. He was appointed Vice Chairman of KPMG UK in 2004. Since leaving KPMG in 2008, Derek has served as a non executive director of UK and foreign based companies, public and private. He was a member of the Advisory Board of Barclays Wealth and Investment Management and chaired the Advisory Board of Alchemy Partners (A UK private firm) and the board of Seymour Pierce (a corporate and stock broking firm). In September, 2016, Derek co-founded Crossroads Partners, the name chosen to symbolise the situation many entrepreneurs find themselves - the life changing question of what do they do next with their businesses.
  • Hannah Wailoo, Partner @ Trowers & Hamlins - Hannah is a specialist succession planning and personal tax lawyer. Her clients include successful entrepreneurs and their families, whom she advises on the succession of their family businesses and in implementing wealth and business protection measures, with a particular focus on inheritance tax planning.
  • Adrian Jones, Partner @ Trowers & Hamlins- Adrian is a partner in the corporate department at Trowers & Hamlins LLP and leads the Owner Managed Business team. He advises on all aspects of corporate and commercial law across a number of sectors including manufacturing, oil-field services, automotive, super-yachts, technology, FMCG, aggregates and construction products.

The majority of the audience will be composed of private client lawyers, accountants, wealth managers, bankers and trust companies. Our goal is to make new connections between advisors based in key global financial centres. A full guest list will be provided to all delegates in advance of the event. Timings for the event:

  • 0800 - Arrival at Trowers & Hamlins, 3 Bunhill Row

  • 0830 - Panel discussion with expert panel.

  • 0930 - Networking over coffee

  • 1000 - Departure

If you have any queries please contact us at tickets@pcd.club.



Prices
Member using ticket allocation (Fully Booked)
Free
Major credit cards accepted
credit cards accepted

Sponsorship

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