Join us for the next Advisor Connect Meeting 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.
Your local Advisor Facilitator will be your main point of contact.
Note: This event is for Advisors only.
Topic: Structure? What structure?
An ownership structure often makes sense when created, however often becomes redundant or overly cumbersome over time.
In this session, Michelle will facilitate a discussion:
• The evolution of an ownership structure – should we set and forget?
• Long term planning for ownership of assets and separation of family interests? Unforeseen challenges and costs of restructuring
• Do trusts still work?
Michelle advises that this will be a group discussion and sharing of case studies, not a tax lecture!
Speaker: Michelle Hartman, PWC
Michelle Hartman is a taxation and family enterprise consultant. After many years as a partner in Deloitte and PwC Private in Sydney and Brisbane, she resigned from the corporate structure to focus on what she does best - providing practical and commercial advice to businesses and their owners. She has many years’ experience working with owners solving the challenges arising from the overlap between business and families.
Her in-depth experience places her well to support private clients and their families with estate and succession planning, structuring for long term growth and wealth accumulation and divestment.
We look forward to seeing you there.
For those unable to attend in person this will be a hybrid event. If attending online you will receive instructions upon registering.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
Share the QLD events page with your clients, colleagues, and connections so they too can enjoy the growing family business community.
