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.
Hello you wonderful trustworthy people!
Did you know that there is actually a formula for trust? It's called the Trust Equation (by David Maister), it details 4 components that affect trust. 3 of them increase a person's trustworthiness and the fourth one, reduces a person's trustworthiness.
Check out this little video here.
Why am I talking about trust? Because Fiona Hoad, of Bartier Perry is coming in to chat with us about trusting the Trust at the upcoming FBA Advisor Connect at Parramatta!
Note: This event is for Advisors only.
This month's topic: Can you trust the Trust?
A little more on the topic - The presentation traverses how you can protect family trust assets, inter-family loans and family gifts from being included in a family law property settlement. Is the family trust safe when a relationship breaks down? What measures can be taken to protect it, or inter-family loans, from being included in the asset pool.
About our Speaker: Fiona Hoad, Bartier Perry Pty Ltd
Fiona Hoad is a Partner of Bartier Perry and heads up the firm’s family law team. She is an Accredited Specialist family lawyer with over 25 years of experience in all aspects of family law. Her experience includes property settlements for separated, married or defacto couples, financial agreements for wealth protection and post separation parenting matters. She acts for many internationally based clients where jurisdiction is an issue and where assets are located across multiple jurisdictions. She works closely with accountants and wealth managers to assist their clients structure their financial arrangements to protect against a future family law claim. Fiona is a member of the Law Society of New South Wales Family Law committee and the Family Law Council of Australia.
And/or connect with her on LinkedIn
So come along to get the trusted insights and key take-always:
- Don't let the heart get in the way of asset protection
- Begin the way you mean to end
- Get the documentation right from the beginning
You’re welcome to join us if you’re recently accredited or undertaking FBA Advisor accreditation.
The monthly Advisor Connect meetings are an excellent opportunity to meet other advisors with similar interests, grow your network with experienced, collaborative, Accredited Family Business Advisors from various disciplines, and share learning and ideas.
Looking forward to seeing you there (face to face or online).
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.
