Family Business UK On Demand allows you to access recordings of past online events and webinars, with thinking and insights from leading family business leaders and experts.

September 2022

Applying Circular Economy Principles to Family Business and Wealth Stewardship

Following the recent publication of Circular Economy Principles for Family Business and Wealth Stewardship: A New Governance and Sustainability Framework, authors Philip Marcovici and Iraj Ispahani discuss how circular economy principles to family business and wealth stewardship can provide a new approach to governance frameworks for wealth- and business-owning families.

The discussion facilitated by Bryony Cove, Partner at Farrer & Co, suggests that hidden opportunities and solutions can be found in paradoxes. This recording concludes IFB’s three-part series on Family Business and Responsible Stewardship.

You can find the accompanying slide deck to the discussion here and the speaker bios here.

 


March 2022

Family Councils – how do you measure their effectiveness and impact?

During this session, we explored how you can review the effectiveness of your Family Council and maximise its potential.

 

February 2022

Policy Update – Levelling Up

During this session, we explored Levelling Up, and what the Government’s flagship policy means for family businesses. At the centre of communities across the country, family businesses have a vital role in the discussion and delivery around Levelling Up.

Is your family business set for a sustainable future?

During this interactive session, we explored questions such as; the world is responding to climate change, but how does the Family Business community fit into the equation? How can Family Businesses make a positive difference to the environment? What should the business leaders of today do to effectively engage the business leaders of tomorrow?

 

Responsible Stewardship of Wealth

In this online fireside chat with Philip Marcovici and Bryony Cove (Partner, Farrer & Co) we explored the various elements of responsible stewardship and why it should be at the forefront of every family business’ thinking.

 

October 2021

INTERGENERATIONAL DYNAMICS (PART 1)

In this workshop we explored how working collaboratively amongst different generations is crucial for long term family business success. At the heart of working well together is thinking about important questions like: How can different generations build together a future that provides all with a sense of purpose and fulfilment?

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.

INTERGENERATIONAL DYNAMICS (PART 2)

 


September 2021

NON-EXECUTIVE DIRECTORS IN FAMILY FIRMS

In September the IFB launched a new guide on the role of non-executives in family businesses. Find the guide here.

For this event we were joined by experienced non-executive directors, Martin Radvan and John Dunn, along with IFB’s Chairman Sir James Wates (Wates Group) to discuss the underlying purpose and objectives of the roles of non-executive directors and exchange insights as to how family business – especially those who have no yet incorporated non-executive directors into their governance – can recruit the right people and ensure they are delivering value for the company.

 

IFB POLICY UPDATE: CORPORATE GOVERNANCE

In this update we were joined by PWC’s Hannah Harris and Suzi Woolfson, and Farrers and Co’s Richard Lane to discuss the latest corporate governance policy developments for family businesses.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.

MARCH 2021

IFB AT 20: PAST, PRESENT AND FUTURE

2021 marks the 20th anniversary of the IFB. To celebrate we explored the journey IFB has been on in the last two decades and what the future holds for the organisation and the family business sector in the UK. We were joined by IFB Founding Director-General, Grant Gordon of William Grant & Sons, Founding Chairman Alex Scott of Applerigg and Rupa Patel of Day Lewis.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


February 2021

A SHARED PASSION FOR COLLABORATION, OPENNESS AND INNOVATION

With a global health crisis and Brexit adjustments underway, family businesses are facing the highest levels of uncertainty since World War II. In this session family entrepreneurs from the UK, Germany, Austria and Switzerland explore the scope and impact of the common challenges lying ahead, as well as insights on innovative solutions.

The discussion was moderated by IFB’s Elizabeth Bagger and Dr. Albert M. Geiger (Managing Partner ALPHAZIRKEL Germany). Speakers included: Karl Mayer-Riech – Chairman Leder & Schuh AG; Jan Hendrik Goldbeck – Managing Director and Shareholder of Goldbeck Group; Dr. Hans-Peter Mangold, Managing Director of TC First Holdings; Maurizio Bragagni, CEO of Tratos Group.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


February 2021

POLICY UPDATE – TAX

In this update we were joined by KPMG’s Jo Bateson and Craig Rowlands to discuss the latest tax policy developments for family businesses, and looked ahead to what the Chancellor might announce at the upcoming Budget.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


January 2021

PREPARING THE NEXT GENERATION FOR WEALTH

The development of the next generation is key to healthy succession, and responsible stewardship. Wealthy families often find themselves debating how to best approach the subject of family wealth with their children. The hesitation tends to centre around how to share information about wealth while maintaining motivation and instilling the values of hard work and responsibility. What’s the right age? What’s the right level of detail? Where should you start? Here are steps you can take right away. With wealth experts Jim Aveline and Guy Broadfield (Burges Salmon), wealth psychologist Meshie Lami, and David Dickson (Shepherd Group Shareholder) who facilitates the discussion.

This video is freely available to IFB and FBN members. For non-IFB members, the fee is £40. To get access details and find out more, email info@ifb.org.uk.


 

December 2020

END OF YEAR DIRECTOR’S MESSAGE


POLICY UPDATE – LOOK AHEAD TO 2021

We are joined by public affairs experts Fraser Raleigh and Tiffany Burrows (Newington) to discuss key events and themes, including:
– The ongoing pandemic
– The end of the Brexit transition period
– The May elections
– The Spring Budget.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


 

November 2020

TEDXINSTITUTEFORFAMILYBUSINESS – FAMILY BUSINESS AS A FORCE FOR GOOD

In this live panel discussion hosted during our TEDxInstituteForFamilyBusiness event, we hear from Andy Long, Board Member of Pentland Brands, Josie Morris, MD of Woolcool and John Elkington, Volans, facilitated by Charlotte Sewell, on their experiences, lessons learned and vision for a sustainable family business future.


TURNING PURPOSE INTO ACTION

In this online event in collaboration with KPMG, we explore key trends lying ahead and their impact on business, new opportunities, and how to turn purpose into action in the new reality.


SCOTTISH FAMILY BUSINESS WEEK – GAP GROUP

Iain Anderson and Chris Parr share the growth story of GAP Group and discuss the challenges, as well as the rewards of their family business journey.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


SCOTTISH FAMILY BUSINESS WEEK – DIFFERENT GENERATIONS WORKING TOGETHER

Working collaboratively across generations is vital for the success of any family business, but there are some challenges. This panel explores key questions multigenerational businesses have to consider, including engaging and empowering the next generation and timely succession planning.
Speakers: Adam Clark, Arnold Clark Automobiles; Michael Donaldson, James Donaldson & Sons; Heather Matthews, Little’s Chauffeur Drive; Kirsty Ross, KPMG (facilitator)

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


SCOTTISH FAMILY BUSINESS WEEK – POLICY: WHAT’S NEXT FOR SCOTLAND?

The panel looks at the political landscape in Scotland, and what the outcome of the 2021 Scottish Parliament elections might mean for family firms. They also explore what direction policies around business and tax are likely to take over the coming years, as well as discussing some of the big constitutional issues at play.
Speakers: Philippa Sanderson, KPMG; Luke Skipper, Weber Shandwick; Fiona Graham, IFB (facilitator)

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


FAMILY BUSINESS GOVERNANCE

Rupert Phelps of Smith & Williamson interviews 5th generation family business owner Roger de Freitas, who shares his family company’s experience of developing and evolving governance structures, including why this is important and what challenges can be encountered.

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


 

October 2020

POLICY UPDATE

With Fiona Graham (IFB) and Louise Somerset and Ray Abercromby from Smith and Williamson. In this webinar we discuss what changes the Chancellor might make to business and personal taxes in light of the COVID crisis. We also discuss the Office of Tax Simplification’s review of Capital Gains Tax, and the ongoing debate about the future of Inheritance Tax.

Access the webinar recording

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


 

February 2020

POLICY UPDATE

With Fiona Graham (IFB) and Jon Sharp (Western Pension Solutions)

This video is freely available to IFB and FBN members. To get access details and find out more, email info@ifb.org.uk.


 

March 2019

TALKING ABOUT WEALTH: PURPOSE AND STEWARDSHIP IN FAMILY BUSINESS

Speaker

Franco Lombardo, Veritage

Listen to podcast


 

September 2018

YOUR PENSION SCHEME AND SUCCESSION PLANNING

Speakers

David Dickson, Ben Fowler, Jon Sharp, Western Pension Solutions


 

June 2018

CORPORATE GOVERNANCE REFORMS EXPLAINED

Speaker

Fiona Graham, IFB


 

February 2018

WILL POWER: HOW TO MAKE A WILL THAT PROTECTS YOUR FAMILY BUSINESS

Speaker

Alexandra Hollingshead, Farrer & Co


 

March 2017

MEASURING WHAT MATTERS IN FAMILY BUSINESS: POLARIS IMPACT ASSESSMENT

Speakers

Andrew Bryson, FBN

Elizabeth Bagger, IFB

Andrew Wates, Wates Group

View the webinar recording


 

July 2016

BREXIT AND FAMILY BUSINESS

Speakers

Fiona Graham, Institute for Family Business

Charles Livingstone, Brodie LLP

Yael Selfin, KPMG

Melissa Paz, Withers LLP

View the webinar recording

View briefing from Withers LLP on employment