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NSW CBD Advisor Connect Meeting - Jul 2024

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Join us for the next Advisor Connect Breakfast by registering below.

This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector. 

Simon Bartlett from EWM Group will be presenting on the Wants and Needs of Family Offices in Australia and how Advisors can help them.  This interactive session will discuss smarter ways of working with Family Offices leveraging EWM Group's extensive experience working with Family Offices around Australia.  He will be sharing some insights and case studies that no doubt will help your relationship with your family business clients.

  • Some case study examples on working with Families Offices
  • How families have had to adapt to new ways of thinking
  • The importance of having a Family Office
  • What are some takeaways for smaller family businesses that might not be ready for a Family Office structure
  • How Advisors are best prepared to work with Family Offices

For those of you that are new to the Advisor Group, this will be a great session to discuss with Simon his thoughts on how Advisors can leverage their skillsets to further engage with their Client’s Family Offices and improve their relationship with the family.

EWM Group

EWM Group was formed in 2005 and is Australia’s first independent multi-family office. From our initial establishment, the firm has procured a leading global reputation, and holds principal relationships with the major investment banks, leading and boutique fund managers, professional service firms, and other relevant groups.

With a proven record of constantly delivering expert investment, advisory, governance, and associated specialist services to high-net-worth families, we are proud to hold some of the nation’s most prominent business, sporting, and entertainment individuals as our clients.

Given the function of our firm and the attributes of our clients, the core values of discretion, confidentiality, independence, and collaboration are embedded within everything that we do. The firm’s structure and doctrine ensure that all our endeavours are exclusively focused on the preservation and growth of our client’s wealth and legacy. 

Simon Bartlett – EWM Group - Head of Investments
Simon holds extensive experience in global markets and funds management. Prior to joining EWM Group, Simon was Head of Global Trading and Research for a single-family office based in Sydney. Whereas previous to this, Simon held various senior positions at Societe Generale and Macquarie Bank.

Where: Swaab, Level 4/20 Hunter St, Sydney.

When: Thursday,  11 July

Date: 7:30am - 9:00am 

Registrations close on 10 July at 5:00pm.

Please don’t miss this opportunity to chat with Brad as well, as catch-up other FBA Advisors.

Thank you to our Event Host

We look forward to seeing you there.

Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.

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