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: From Paper to Practice: Turning Family Governance into Living Frameworks
Presenter: Kennedy Miller, Trusted Family.
Kennedy Miller is a 3rd generation member of a family business in Mexico, he works for 'Trusted Family' at their new office in Austin. He has family roots both in Mexico, the US and Canada and is going to talk us through how to be more technologically savvy with our clients' governance.
You can read more about Kennedy and/or connect with him on LinkedIn here:
A little more on the topic - Helping families build professional and lasting family governance for generations to come.
This session explores how family business advisors can leverage technology to move beyond static governance documents and build dynamic, actionable frameworks that foster accountability and alignment across generations. Using real-world examples and practical tools, we’ll show how the Trusted Family platform helps advisors professionalize their approach, streamline project management, and ensure critical decisions, values, and processes are well adopted and engaging.
We’ll also discuss how we can boost engagement with NextGen family members, simplify onboarding, and empower families to think long-term. Whether you're facilitating a family constitution, launching a governance project, or supporting a complex transition, this session will equip you with concrete ways to enhance your advisory work and deliver lasting value.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Lisa Jay, FBA State Representative NSW/ACT for the link.
Thank you to our Event Host:
Please contact the FBA Office on 1800 249 357 if you need assistance registering for this event.
Click here to view the terms and conditions.
Share the NSW events page with your family and colleagues - spread the word.
