Knowledge
Presentations, briefings & articles
Featured
Transitioning to a lead adviser model
Paul Tynan examine the successes, failures, struggles and achievements of Opal Financial Advice Read more
Enduring powers of attorney: The importance of getting it right
A properly drafted EPA appointing the right people is a crucial element of a client’s estate plan however, an ill-conceived or poorly drafted EPA can be as disastrous as having no EPA at all. Read more
Unique investment opportunities for wealthy Australian families
Discusses the "sweet spot" for private investors, where have the best opportunities come from recently, where might they come from next, does taking opportunities quickly conflict with capital preservation objectives, and other opportunities. Read more
Private Client Knowledge Network
Content, community and collaboration for private client and family wealth advisers
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Network Partners
Network
Connect, communicate & engage
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What is Dealers' Group Network membership?
Membership network is open to family offices and their clients, plus their key private advisers. Members include family offices & family businesses, financial advisers, lawyers & accountants. Members receive special rates to events, access to selected papers and briefings, webinars and a place on our networking platform.
Benefits of membership
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Events
Workshops, masterclasses, conferences
3rd Annual Family Office Congress
Melborne Wednesday 1st Dec 10 – Thursday 2nd Dec 10
Explore the risks facing wealthy families today and the tools to mitigate them in this landmark event featuring speakers from some of the most successful family offices in Australia and the world.
More information and registration
Succession Management Forum
Sydney Tuesday 28th Sep 10
Melbourne Thursday 30th Sep 10
Delve into the myriad of business succession strategies using the tools & frameworks from some of Australia's very best business advisers.
More information and registration | Event Blog
Webinars
News, briefings, updates
The succession challenge: There is life in the old boy yet!
Friday 17th Sep 10 12.00pm – 01.00pm
Harry Kras of Family Business Resource Centre will look at some of the reasons why it’s so difficult to get the conversation started and some strategies for moving the succession process forward.
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Superannuation update: Recent regulatory changes
Mark Wilkinson, Partner in Deloitte Touche Tohamatsu will present a briefing on recent changes in superannuation. Attend this presentation from the convenience of your desk by joining this webinar on 20 August 2010.
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Podcasts
Interviews, opinions, news bytes
Investment Succession - How do people lose wealth when they die?
In this short podcast, Doug Turek discusses the importance of investment succession.
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Attitudes to wealth & investing
In this short podcast, Matthew Browning discusses the different attitudes that people have to wealth.
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