Event Details

The Cape Coast and Tygerberg Chapters, in collaboration with Carrick Wealth, are delighted to extend an invitation to a discussion on safeguarding your legacy. Join us on May 24th at Blaauwberg Beach Hotel​ from 09h00 to 11h00. A light breakfast will be served.


  • Have you taken a lifetime to build your business? If so, it's crucial to consider its survival beyond your tenure.
  • How prepared is your business to weather the loss of its founder or operator?
  • Don't leave it to chance. Do you have a capable and trusted successor ready to step in?


Join our experts to discover how you can take control and ensure the longevity of your family business through effective succession planning. Don't guess the outcome โ€“ learn how to safeguard your legacy.


Note: Please be aware that the event is not structured as a business showcase.

Speakers

  • Sion Gelgor CA (SA) (Private Wealth Manager)

    Sion Gelgor CA (SA)

    Private Wealth Manager

    Sion has over 30 years local and offshore financial services experience. Previously Head of Finance & Admin for a JSE listed REIT (property company), Head of Finance at Old Mutual for over R40bn pension funds and CFO/CDO for an offshore ETF Asset Manager.

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  • Louis Venter B.Com (Law) LLB (Fiduciary Specialist)

    Louis Venter B.Com (Law) LLB

    Fiduciary Specialist

    Louise was the Founding Director of Citadel Fiduciary Services which he rand for 8 years before taking up leadership roles in RMB Private Clients and Maitland South Africa.

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Community

Connect with 21 people attending this event

RP

Tickets

Members

Your tax invoice will be sent to you within 24 hours

Member Price R 100
Non-Members

Your tax invoice will be sent to you within 24 hours

Standard Price R 200

Venue

Blaauwberg Beach Hotel

Beach Boulevard 106
Cape Town, Western Cape, South Africa

If you have any questions please contact Chantal Thysse

Contact Organizer

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