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 Wealth Conversations
So Your Estate Plan is in Place, but is the Family Prepared?
Having a solid estate plan is a critical step in safeguarding assets, but it’s only half the picture. Families also need to be emotionally and practically prepared for what comes next.
This workshop explores strategies to build clarity, trust, and resilience within the family so that transitions are smoother and relationships remain intact.
Key Learnings:
- Understand the difference between legal readiness and family readiness.
- Learn how to facilitate open, constructive conversations about the future.
- Identify potential areas of conflict early and address them proactively.
- Build a framework to support harmony and trust during times of change.
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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