Family Dynamics Workshop Series
The Family Business Dynamics Series includes 4 workshops, held online monthly across February - May 2026. Register for 1, 2, 3 or all 4 workshops to get the most out of the series.
Managing wealth and family businesses across generations is both complex and deeply personal. Success depends on more than financial plans; it requires preparing the family to work together, communicate openly, and plan for the future.
This online interactive series is designed for family business owners who want to strengthen communication, build trust, and create alignment around values, purpose, and long-term legacy. Through practical tools and real-world insights, participants will learn how to navigate generational differences, hold effective family meetings, define shared priorities, and prepare the next generation for stewardship of both business and wealth.
Workshop 1: Family Values, Priorities and Purpose of Wealth
When families lack a shared sense of purpose for their wealth, decision-making can become fragmented and divisive.
In this workshop, you'll uncover your collective values, set priorities, and define what wealth truly means to you, creating a foundation for unity and long-term stewardship.
Key Learnings:
- Reflect on and articulate the family’s core values and principles.
- Align financial decisions with shared priorities and aspirations.
- Learn how to engage all family members across generations to align and communicate purpose and values.
- Strengthen the sense of collective identity and responsibility around wealth.
Who Should Attend?
- Current leaders and members of the family business.
- Emerging generation leaders and members of the family business.
Facilitator:
Brad Scott, Executive Chairman
Institute for Family Wealth
Brad is an FBA Specialist Accredited Advisor, founder of Institute for Family Wealth, Giving Simple Foundation and EWM Group, Australia’s first and leading Independent Multi-Family Office.
Brad specialties focus on Family Office, Family Governance, Philanthropy and Wealth Management. He is an advisor to Multi-Generational Families and Family Business and an international keynote speaker.
www.ewmgroup.com.au
linkedin.com/in/brad-scott-2744b11
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