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Southern Africa Family and Business Legacy Forum

Ciela Resort & Spa, Lusaka, Zambia

March 26th – 27th, 2026

This exclusive event brings together family businesses, entrepreneurs and their advisors to discuss key challenges and solutions in business management and family legacy planning.
Register Your Interest
View Agenda

Registration

Once you have registered, we will send a further email to purchase your tickets. As this is an exclusive event, only limited tickets are available

Early Bird – 26th March 2025 Priced at K3,000
Cross Border Advisor Priced at K6,000
Golf Morning – 27th March 2025 Priced at K1,300

Our Partners:

british-chamber-of-commerce-zambia
ciela-tribute-portfolio
deacon-capital
financial-insight-zambia
henley-and-partners
pangaea-securities
suntera-global

Why You Should Attend

Families are the backbone of society and businesses are key to the success of economies. This exclusive event will bring together family businesses, entrepreneurs and their advisors – a diverse group of private client professionals and experts – to discuss the issues and solutions facing businesses and family legacy planning.

Engaging the Next Generation

Preparing future family leaders for success with proven strategies for succession and continuity

Managing Generational Differences

Fostering collaboration across generations to build stronger family business foundations.

Internationalizing Family Businesses

Strategies for global expansion and navigating international markets successfully.

Building Your Legacy

Making an impact in the community while ensuring long-term business sustainability.

The event will facilitate knowledge sharing for entrepreneurs and their families and investors as well as building relationships between advisors and by extension, their clients.

Forum Agenda

Two days of insightful sessions, expert panels, and networking opportunities designed to address the unique challenges facing family businesses.

Thursday March 26th

Tea & Coffee will be served as delegates register

Opening address and forum overview

A visionary look at the opportunities and challenges facing African family businesses in the next decade.

Understanding the unique perspectives and challenges of second-generation family business leaders
Sponsored by KPMG

Strategies for engaging and educating the third generation in family business values and operations
Sponsored by Henley & Partners

Investment strategies for growing and protecting family wealth across generations. Topics include global markets, real estate, alternative investments, and portfolio diversification.
Sponsored by Knight Frank

Comprehensive strategies for protecting loved ones and ensuring wealth transfer according to your wishes
Sponsored by Financial Insight

Understanding dual citizenship opportunities and international mobility options for families
Sponsored by Henley & Partners

Evening networking with fellow attendees and speakers

Friday March 27th - Golf Morning

Golfers to register.

Break off into nine holes for handicapped and non-handicapped players, plus lessons for aspiring golfers. 

Prize giving across all group

Light lunch and refreshments will be served.

Forum Speakers

We are proud to host a mix of deep regional experience and global expertise in our speakers and business leaders

Discover Our Speakers

Speaker lineup to be announced soon

Register Your Interest

Secure your place at Southern Africa’s premier family business and legacy planning forum. Limited tickets available for this exclusive event.

Early Bird

K3,000

Valid until March 26th, 2026
Save K350!

Register Now

Cross Border Advisor

K6,000

Provides access to our selection of clients

Register Now

Golf Morning

K1,300

March 27th, 2026
Includes lunch

Register Now

Once you have registered, we will send you a further email to purchase your tickets. As this is an exclusive event, only limited tickets are available.

Ciela Resort & Spa, Lusaka

Location: Lusaka, Zambia

Experience world-class hospitality at one of Zambia’s premier resort destinations. Ciela Resort & Spa offers luxurious accommodations, state-of-the-art conference facilities, and exceptional dining experiences.

The resort provides the perfect setting for meaningful business discussions and networking in a relaxed, professional environment.

View Resort Details

Registration

Once you have registered, we will send a further email to purchase your tickets. As this is an exclusive event, only limited tickets are available

Early Bird – 26th March 2025 Priced at K3,000
Cross Border Advisor Priced at K6,000
Golf Morning – 27th March 2025 Priced at K1,300

Family Business Advisory

Our family business services include training, family advisory, family governance, succession planning, estate planning, restructuring, business protection and continuity, social impact and philanthropy.

corporate and investment consulting

Our corporate and investment consulting services include investment structuring, portfolio assessments, governance, restructuring, capital raising, due diligence, exit strategy, investment research, ESG, green finance, impact investing and sustainability. We also assist international companies with market entry in East and Southern Africa

private client concierge services

Our private client concierge services offer family, asset and lifestyle management and family protection solutions even for the most complex or abstract of requirements. 

Dr Namukale Chintu is a Non-Executive Director on the boards of Invesco UK and Invesco Asset Management Ltd in London. In her corporate career, she was a Senior Banker at EFG Private Bank and prior to that, at UBS Wealth Management; responsible for Private Clients with African and Central and Eastern European wealth. Before that, she was Head of Global Proprietary Capital investing in UBS Asset Management. Prior to UBS, She was Co-Head of Africa at Syntaxis Capital and before the 2008 financial crisis, held capital market roles at Morgan Stanley and Lehman Brothers. Prior to starting her career in financial services, she worked for the United Nations Development Program in aid coordination.

Dr Chintu consults with Frontier Market Consultants London, set up as an exclusive advisory services company that builds long term relationships with clients. She is also the National Secretary for the Rhodes Scholarships in Zambia.

Dr Chintu holds a Ph.D. from the University of Cambridge Judge Business School, where she also taught on the school’s Executive MBA programme.  She also holds two MScs in Financial Economics and Management Research from the University of Oxford as a Rhodes Scholar, and a BA in Economics from the University of Zambia as a Bank of Zambia Scholar.

Leadership and CPD

Our leadership and continuous professional development services include Board and C-Suite packages that range from governance and strategic planning to other latest industry trends, as well as personalised coaching for executives.

Mr. Sanjeev Gupta grew up in India and obtained a bachelor degree in electrical engineering from the prestigious Indian Institute of Technology, Delhi. He followed this up with a Master’s in Business Science from the London Business School U.K. His illustrious career in banking and finance spans over 30 years starting with banks in India in retail & corporate banking, including establishing a successful Non-Resident Indian business for Standard Chartered and then worked with them in the UK & Tanzania. In Tanzania he established the Consumer banking business for the Bank and thereafter joined ABN Amro in London in Global Transaction Services. In 2005 he joined UBS AG in the UK as a private banker and became Head of the Turkey, Israel, Greece and Africa teams within the Bank. In 2016 Sanjeev established the Africa coverage for Emirates NBD Private Banking in Dubai and later moved to manage the Africa team at Julius Baer (Middle East) Ltd where he was Managing Director Senior Advisor. He left Julius Baer in June 2020 to establish own financial coaching venture in London – Master Money Limited which seeks to help young professionals to manage money and build financial security. He is currently the Chair of the Board of Directors of Imani Capital, a Boutique Asset Management Company

Mr. Tony Cotrupe, CFA is Managing Director Meliora Advisors, LLC where his work is focused on the valuation of assets and businesses for transactions, financing, business dispute, and tax reporting purposes.  He is CFA Charterholder and earned a BA in political science and an MBA in finance and economics, both from The University of Rochester.  Tony has worked in business valuation, investment banking, private equity and venture capital for over 30 years. Before forming Meliora Advisors in 2008, he worked in premier global institutions including Ernst & Young, JPMorgan, and Huron Consulting Group where he led valuation and structuring for large corporate transactions.

Widely travelled, a wild-life and adventure sport enthusiast, Coach and Training & Development Consultant, Professor Ayaz Shafi has over 3 decades of experience in academia and industry. He is the author of “A New Approach to Motivation – Four Drive Model” (Taylor & Francis, International Journal for Human Behaviour in Social Environment). He is an Associate Professor at United world School of Business – Kolkata and a visiting faculty at University of Professional Studies, Accra (Ghana). Among other leading institutions in Africa and India, he has been a Guest Lecturer at University of the West of England (Bristol, U.K.) Ayaz is a certified Chally and DISC Assessor with wide ranging experience as an Assessor. He has been involved in the T&D and Change Management process at Standard in Chartered Bank in Zambia, Ghana, Botswana, Nigeria and Sierra Leonne. Ayaz coaches senior professionals and individuals for greater effectiveness in business and personal life. He has held senior positions as a corporate professional.

David Burton is a Property Consultant specialising in Investment, Asset and Development Management and Corporate Real Estate. He has 30 years’ experience in the property industry in the UK and in Africa and is the founding partner of Property Lynx, a niche consultancy that capitalises on investment and development opportunities in Africa and the UK. David has acted for both commercial property owners and property occupiers in office, retail, industrial and mixed-use leisure assets. He provides strategic real estate, portfolio and FM advice to Country, Regional and Group Boards. David’s experience has been gained at Gerald Eve (graduate surveyor), Weatherall Green & Smith (Senior Surveyor), Knight Frank Botswana (Managing Partner), Savills (Associate Director) and Standard Chartered Bank (Head of Corporate Real Estate Services Africa and Regional Portfolio Manager). David is an expert in valuation, acquisition and sale of property investments in all sectors of the commercial property market across the UK and has acted for Corporate and Private Clients from UK and Southern Africa.   David qualified as a Chartered Surveyor in 1989 and whilst in Botswana sat on the RICS Committee for eight years.    

Mr. Matthew Nash spent over 20 years working for top tier Private Banks, including HSBC and Standard Chartered, advising High Net Worth families and actively involved in investment advice, foreign exchange, cross border investment, property lending and development, trusts and offshore structures. He also worked closely with the corporate and investment banks at both institutions on corporate transactions originated from the Private Bank. He has spent the last 4 years working at a Nigerian based corporate advisory firm working on corporate transactions from across the sub-Saharan African region. He is a member of the Institute of Financial Services and Chartered Institute of Securities and Investment.