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VIC Family Business Essentials Workshop (Hybrid), Melbourne - March 2026

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Take a focused approach to strengthening your family business. Family Business Essentials will guide you through a 3-hour interactive workshop that uses our Family Business Diagnostic Tool to identify key areas for improvement.

You'll leave with tailored strategies and actionable plans to enhance your business and leverage its unique competitive advantages. 

The Family Business Essentials workshop offers an invaluable opportunity for family business owners and key members to assess and strengthen your business's foundation.

Through an interactive session, you will explore the interconnected systems of family, business, and ownership. 

This hybrid course will be held in-person at KPMG, Melbourne and also online. To join online, the link will be provided when you register. 


Key Learnings:

  • Understand the key elements of a successful family business. 
  • Learn how to apply these elements to your own family business. 
  • Identify areas of your family business that need attention and set priorities for improvement. 
  • Develop a personalised action plan to implement in your business. 
  • Gain insights into the competitive advantages that family businesses have over non-family businesses.

Who Should Attend? 

  • All members involved in strategically guiding the family business.
  • Anyone seeking to develop a sustainable, successful family business model. 

FBA Courses operate under Chatham House Rules, allowing participants and facilitators to share their experiences and insights freely. 



Facilitator

Daniel Trimarchi
National Lead - Family Dynamics & Governance
KPMG 

Daniel has worked in the Business Families sector for over 14 years across 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.

Daniel is an Accredited Advisor with Family Business Association, specialising in providing governance consulting services to enterprising families, family offices and high-net-worth individuals who are managing change and complexity within their family and business systems. Providing clear frameworks and structures, he seeks to understand their objectives and definitions of success, allowing families to co-create an effective plan for the future governance of their business and wider enterprise, including decision making, investment and communication frameworks. 

  




KPMG is a professional services firm with global reach, and deep expertise in audit and assurance, tax and advisory and in the family business sector.