DFK UK & Ireland

Protecting the Family’s Wealth

Speakers from Crowleys DFK and Fitzgerald Solicitors recently gave a breakfast presentation on how to protect a family’s wealth. The presentation took the form of a case study based on a typical family business – a fictional company with four shareholders. During the presentation, the speakers analysed the individual circumstances of each shareholder and their impact on protecting the family’s wealth.

Edward Murphy, who chaired the event and who is Tax Partner at Crowleys DFK, said “We are very aware that the family business owner is time poor, but hungry for efficient, pragmatic professional advice. Both firms were keen to offer something different to clients. We chose to do this by developing a complete package of legal and tax advice, presented in a way that was relevant to all owner types from the majority to the minority shareholder.”

Ann Fitzgerald, speaker and Family Law Partner in Fitzgerald Solicitors said “Family businesses must seriously consider how they protect the family’s wealth from unforeseen complications that arise in the personal lives of their shareholders. From our experience, there is an increase in demand for Family Law advice and how it ties in with the overall corporate objectives of the business. The event was an excellent platform to highlight these issues in partnership with the tax implications.”

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