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Knowledge
Presentations, briefings and articles on Family Office
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Most recent
Succession planning in the family and private business
Succession planners Lucio E. Dana & Harry Kras explore how business owners can ensure that they have a financially secure and enjoyable retirement. Read more
Developing the next generation of leaders
This article by Lucio E. Dana and Harry Kras introduces the successor development cycle and the seven stages in succession development. Read more
Exit options and strategies for the family or owner managed business
This article by Harry Kras, Director of the Family Business Resource Centre (FBRC) provides an overview of the advantages of planned transitions, exit options, and dimensions to succession Read more
Create the life you want
Examines the principles for the lead adviser model and fee structures for a lead adviser business Read more
Frameworks for client engagement and external referrals
In our third case study we take a closer look at 4people Pty Ltd Read more
Latest research on Australian HNWs and their investment preferences
Research overview: Dec 2009 High Net Worth Investor Report Read more
Activities
Workshops, masterclasses, conferences, podcasts and webinars
Webinar
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.
Register now
Event
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
Event
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
Previous Events
Workshops, masterclasses, conferences
Family Wealth Investing Forum
Take a closer look at the investment principles & practices of some of Australia's most wealthy families and their advisers in a practical one-day setting.
More information | Event Blog
2nd Annual Family Office Congress
A ground-breaking meeting, presenting the world's best practice in family office operations and sharing of knowledge. For unique insights into Succession, Capital Preservation and Enduring Legacy, this is the main event for Australian family offices.
More information | Event Blog
Previous Webinars
News, briefings, updates
Bamford - Practical issues in the lead up to 30 June
In Dealers' Group's second webinar, Matthew Burgess, Partner, and Reuben Bramanathan, McCullough Robertson Lawyers will present outstanding practical issues related to trust law in the lead up to 30th June.
More information
Previous Podcasts
Interviews, opinions, news bytes
Next Generation Succession and Education
Dennis Jaffe answers questions on family succession and education.
More Information