Keeping Wealth in the Family: How a Family Investment Company Can Preserve, Protect and Grow Family Wealth

Wednesday 14 October | 1pm-2pm

Your clients are increasingly asking the same question: how can they pass wealth to the next generation without giving up control?

Against a backdrop of ongoing tax uncertainty and an increasing focus on succession planning, many clients are exploring ways to preserve family wealth, protect assets and support future generations while retaining flexibility and control. As a trusted adviser, you’re often the first person clients turn to for guidance on these matters.

Join us for a practical webinar designed specifically for IFAs. We’ll explore how Family Investment Companies (FICs) can form part of a wider wealth planning strategy and help you identify opportunities for clients who are concerned about intergenerational wealth transfer, asset protection and potential future tax changes.

We’ll cover:

• What a Family Investment Company is and when it may be appropriate
• Common client scenarios and practical structuring examples
• How FICs can complement broader succession and estate planning arrangements
• The practicalities and ongoing responsibilities of operating an FIC

Whether you advise business owners, entrepreneurs, family offices or high-net-worth individuals, this webinar will provide practical insights to support more informed client conversations and help uncover valuable planning opportunities.

Guest speaker

Al Zucker, Partner, SMB

Al joined SMB as a Partner in the Corporate, Commercial & Finance team in September 2026.

Advising founder-led businesses and serial acquirers on M&A and corporate reorganisations, he has a particular focus on consolidators, including the design and execution of programmatic M&A strategies.

Alongside this, Al supports founders and investors on fundraising and governance matters, with a specialism in tech and AI businesses. His experience includes early-stage and growth-stage funding rounds, issues arising from international expansion, and cross-border ECVC transactions.

After training at Hogan Lovells and qualifying in 2014, he went on to work at Berwin Leighton Paisner (later Bryan Cave) and Jones Day. More recently, he served as General Counsel of a VC-backed consumer brands aggregator, where he sat on both the executive and investment committees.

In addition to his legal practice, Al is the founder of Brook Mill, an industrial SME roll-up, and continues to serve as a non-executive director. This firsthand experience of leading fundraising and acquisition programmes as a principal enables him to provide clients with commercially informed, practical advice.