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IFB National Family Business Conference 2023 | Sponsored by Deloitte Private
Wednesday, 14 June 2023 2:56 PM

Past Event

14 - 16 Jun. 2023

02:56 pm

IFB National Family Business Conference 2023 | Sponsored by Deloitte Private

Deloitte Private is delighted to be the principal sponsor of the Institute for Family Business National Conference 2023

 

Deloitte Private guides family businesses to thrive across generations by navigating the connected facets of family, ownership and business. We understand that purpose is at the centre of all that you do – fuelled by your core values, a strong vision, and the legacy you wish to leave.

We can support you every step of the way – from the growth and evolution of the business through to sale or succession, and from the development of family and business governance structures to the creation and management of a family office.

With trusted local knowledge here in the UK, backed by our global network and deep sector expertise, we are uniquely positioned to bring the very best of Deloitte to your family business and family office whatever your goals and challenges.

Deloitte is a leading global provider of audit and assurance, consulting, financial advisory, risk advisory, tax, and related services with approximately 330,000 people in more than 150 countries and territories.

Together we can help you define what you want to achieve, and then develop tailor-made solutions backed up by data-driven insights to meet your family and business objectives for lasting success.

Our Deloitte speakers

We are delighted the following Deloitte colleagues will be speaking at the IFB Conference.

Thursday 15 June

10.00 Embracing disruption to build a better future

Stories and practical recommendations from family leaders who have taken big steps now to build the future they want to see, rather than waiting to see how things develop.

11.10 Sustainability workshop

Sustainability. You’ve seen the headlines. Heard the stats. So where do you start? And more importantly, how do you keep going? No one has all the answers. And we’re on a journey too. That’s why the best way forward is together. During this workshop, we will give you an overview, delve into the challenges that businesses are wrestling with and discuss as a group how these can be overcome. We can share insights and case studies of how you can find value and support along your sustainability journey.

13.30 Business clinic

Our Deloitte team will be on hand at the business clinic to discuss anything from the growth and evolution of your business through to sale or succession, and from the development of family and business governance structures to the creation and management of a family office.

  • Governance - how do you structure your business to meet family and business objectives?
  • Multigenerational - how do you ensure a successful transition of family, business and ownership, for both family members and non-family?
  • Wealth - how do you create wealth outside of the operating business?
  • Capital - how do you manage cash or access debt to withstand market downturns and capitalise on market opportunities?
  • Growth - How do you ensure your family and business are positioned for success and will achieve your purpose?


Friday 16 June

09.15 What economic lessons of the past can teach us to build a more prosperous future

On his tercentary, we look back at the legacy of Adam Smith and explore how the economic lessons since then can help countries and individuals build a more prosperous future.

Get in touch

Robert Connold

Deloitte - United Kingdom
Robert leads a team within Deloitte Debt and Capital Advisory, working in the role of independent adviser to corporate, founder / family owned and private equity backed businesses sourcing debt facilities of between £20m to £800m for M&A, refinancing, growth, recapitalisation and emergency funding. He works across a range of debt products including corporate bank debt, leverage finance (from bank and alternative lenders), debt capital markets, asset based lending and structured finance. He provides senior-level, independent commercial and strategic advice working in the role of lead advisor throughout a transaction defining the debt capital raising objectives, sounding out the market, negotiating terms and managing all other associated workstreams including due diligence and legal advisors through to completion. Prior to his current role, he spent 7 years in the Corporate Restructuring team at Deloitte working with the board and CEOs/CFOs of financially stressed businesses.
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Claire Evans

Deloitte - United Kingdom
Claire is an experienced Private Client Tax Partner and leads the Deloitte Private practice in the Midlands which focuses on providing expert, multi-disciplinary advice to privately owned businesses and their owners. She has over 25 years’ experience of advising business owners, entrepreneurs and other high net worth individuals on all aspects of their tax affairs. She has been trusted advisor to several of The Times rich list entrants including the top 100 and has worked with them across the tax spectrum on matters such as advice to them and their family offices on structuring investments and divestments both in the UK and internationally, advice to UK based and offshore trustees, family governance, tax and succession planning, advice on domicile, structuring lifestyle assets, landed estates and philanthropy. Claire also holds certificates in Family Business and Family Wealth Advising from the Family Firm Institute. Standing alongside advisory work, she is also expert in managing the UK personal tax compliance cycle for individuals with complex affairs. In previous roles she has also worked in both corporate tax and M&A at various points in her career and this sets her in good stead to provide holistic advice to shareholders. Claire was named as one of the 2020 eprivateclient 50 Most Influential private client advisers.
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Julia Fox

Deloitte - United Kingdom
Julia Fox is a director in the North East Business Tax team with over 27 years’ experience in advising family and privately owned organisations going through fundamental change, from major acquisitions, restructuring and reorganisations for growth and divestment right through to simplifying structures, exit and succession. Change for family and privately owned companies often has a significant impact on both the business and its stakeholders - Julia is a trusted and supportive advisor with a unique blend of experience and skills which means she provides transformational and creative advice that makes a positive difference. Julia is a Chartered Accountant and a Chartered Tax Advisor and was named as Tax Advisor of the Year in the North East Accountancy Awards for her restructuring tax capabilities.
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William Garrett

Deloitte - United Kingdom
Will is an Assistant Director in Deloitte’s market leading UK Debt Advisory practice. He focuses on financing needs between £20m – £800m for Family, Founder owned and Private Equity backed businesses, with a particular enjoyment in assisting Family businesses reach the next stage in their growth journey. Will joined Deloitte in late 2020 from HSBC having spent five years in banking within the Mid-Market leveraged finance team and leans on his knowledge of the financial markets to assist Companies in sourcing capital and executing transactions. Will holds two degrees, initially studying International Business at the University of Sheffield before completing BSc in Banking Practice and Management at the London Institute of Banking and Finance. Outside of work, Will is a keen sportsman and is currently spending a lot of time looking at wedding venues given his recent engagement!
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Louise Oldfield

Deloitte - United Kingdom
Louise is a client relationship executive within Deloitte Private, working with family and private owned businesses and family offices. Louise ensures our clients are being offered the very best of the firm’s services. She is also the eyes and ears of industry changes, making sure our clients are always on the forefoot and up to date with the latest information. Louise has over 17 years’ experience in client account roles within the insurance, supply chain and procurement industry. Her expertise in process improvements, governance and continuous improvements has leveraged strong lasting relationships within her client base.
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