Attend this special once-off Masterclass with Dr Dennis Jaffe, and Assoc. Prof. Chris Graves.
All are welcome. Recommended for advisors whose work supports family businesses.
This masterclass is designed to empower experienced advisors with the insights and tools to help clients overcome barriers. Many trusted advisors encounter hurdles when helping business families move from talk to action on succession and transition.
Join Dr Dennis Jaffe, a leading expert and author on family business, as he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.
Dennis will guide participants through the five key steps — Reflect, Align, Design, Develop, and Execute — that enable families to move from intention to implementation in the transition of current family business leaders and owners.
The workshop will feature a dynamic Q&A and peer problem-solving session that tackles the real-world roadblocks advisors face, particularly when working with founders and first-generation leaders.
This in-person course will be held at KPMG, Melbourne.
Not able to attend in Melbourne? Explore other dates and locations to attend this masterclass here.
Key Learnings:
-
A structured, practice-informed process for advancing family enterprise succession and transition
-
Practical approaches for engaging wealth creators in meaningful transition conversations
-
Shared strategies and peer learning from other experienced advisors
Who should attend?
Advisors and other professionals, such as accountants, lawyers, business consultants, management consultants, and HR specialists, who work with or wish to upskill in supporting family businesses.
Pre-work before attending:
Registrants will be invited to submit their most common succession and transition challenges in advance, helping shape the live discussion. This engaging, discussion-driven session bridges research and practice, equipping advisors to confidently guide families through their transition journey from intention to action.
Facilitators
 |
Dr Dennis Jaffe, Senior Research Fellow Banyan Global Family Business Advisors |
Dr Jaffe is a globally recognised advisor to families about family business, governance, wealth and philanthropy. For over 40 years, Dr Dennis Jaffe, a San Francisco–based advisor, has been one of the leading architects of the field of family enterprise consulting.
As both an organisational consultant and clinical psychologist, he helps multi-generational families to develop governance practices that build the capability of next-generation leadership and ensure the ongoing capability of financial organisations and family offices to serve their family clients. Dr Jaffe is an author of several books, including “Working With the Ones You Love”, and has a PhD in sociology, all from Yale University. His global insight has led to teaching and consulting engagements in Asia, Europe, the Middle East and Latin America.
 |
Assoc. Prof. Chris Graves, Discipline Head University of Adelaide |
Assoc. Prof. Chris Graves is a Chartered Accountant, Co-Founder and Co-Director of the University of Adelaide’s Family Business Education and Research Group [FBERG].
Chris completed his PhD at the University of Adelaide, which investigated the influence of the family system on family business strategy and performance. His PhD research received an honourable mention award from the Family Firm Institute (FFI), based in the USA. He is currently undertaking a Graduate Diploma in Family Therapy as part of his work with the family business sector. Together with FBA, Chris has been responsible for the design and development of the Advisor Accreditation Program.
Organised and sponsored by the Family Business Education & Research Group (FBERG), Adelaide University.
Hosted at KPMG Australia, with support from Family Business Association (FBA).
 |
 |
