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 Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
This month's topic: Reimagining Transitions – The senior generations role in transition
Successfully passing the reins of the family business to the next leader or owner is one of the most important challenges that family businesses face. It is also one of the most emotional given the life and career changes that often affect every generation of the family. Because the senior generations are well-established and experienced in their roles, it’s often assumed that they require minimal transition support. Consequently, the focus to date has generally been on the rising generations to help them develop the skills and capabilities they’ll need to take on leadership and ownership roles.
Daniel will challenge some of these assumptions in his recently published white paper, Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing sharing some of the key outputs from the paper and facilitating an interactive discussion with the group.
Key Takeaways:
- How families are rethinking the problem and mindset associated with transition
- How we can rebalance the focus and support through the transition process
- How the transition process is being reinvented as a result
About our Speaker: Daniel Trimarchi
Daniel has worked in the Business Families sector for over 14 years, working in Australia, the UK and Canada. In addition to his current role as a Director with KPMG Australia, he is the Global Managing Director for KPMG Private Enterprise’s Global Centre of Excellence for Family Business. He specialises full-time in providing governance consulting services to enterprising families, family offices and high net wealth individuals who are managing change and complexity within their family and business systems.
He is Co-Chair of the STEP Business Families Special Interest Group Global Steering Committee and Faculty Member of the UHNW Institute. Daniel is an accredited Specialist Family Business Advisor with Family Business Association, a full TEP member of STEP and an organisational member of the Family Firm Institute and Purposeful Planning Institute. He has also completed, with Distinction, both STEP Advanced Certificates in Advising the Family Business and Family Business Governance.
We look forward to seeing you there.
This is a hybrid event. If you are unable to attend in person and would like to join the meeting via video, please email Tim Smith FBA Vic/Tas Regional Officer for the hybrid link, tsmith@familybusiness.org.au.
By attending you will receive 5 CPD points.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
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