Family Office Congress

How do we best serve Australia’s wealthy families, and build a successful and sustainable business doing it?

This conference offers a compelling mix of business and technical strategies for advisers dealing with a unique combination of complex issues – “soft” skills such as conflict resolution and offering superior service; to hard edged technical strategies for optimum asset protection and estate planning.

Key In-Depth Sessions

  • Building a sustainable family office business - pricing and business models
  • Tax strategy and succession planning for the wealthy
  • Establishing family agreements and constitutions
  • Structuring estates for optimum asset protection from predators
  • Super strategies for the wealthiest families
  • Inspiring families and the legacy of the “wealth owner”
  • Conflict resolution and the role of the “lead adviser”

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In One Sentence

This event provides compelling insights from leading advisers to Australia’s wealthiest families.

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