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.
This month's topic: "Family Agreements: A practical tool for succession planning and use in the resolution of estate disputes"
Family businesses thrive when values, vision and communication align across generations. In this session, Vitalis Legal will demonstrate how a well-crafted family agreement can provide a clear framework both during the succession planning phase and as tool to manage and resolve estate disputes. Join us to explore the practical application of family agreements to clients in a family business context.
About our Speakers
Müge Ozcan
Legal Practitioner Director/Founder
LLB, B Com (Human Resources & Industrial Relations)
Accredited Family Business Advisor (Family Business Association AU)
Collaborative Law Practitioner
Women’s Lawyers of WA Member
Law Society of WA Member
Müge founded Vitalis Legal in 2014 to create a practice that honours her values and allows her to practice the law authentically. Müge is a general commercial and succession lawyer with over 20 years’ experience. Müge was admitted to practice in New South Wales in 2005 and in Western Australia in 2007. Müge is grounded, highly skilled and personable. Her client centered approach and genuine care puts clients at ease, even in the most stressful circumstances. Müge has an established Wills and estates practice and assists clients to navigate and resolve estate disputes and litigation and contentious and non-contentious probate matters. Müge also has extensive experience in the area of general commercial law (including employment law), corporate governance, family business and business succession. She is particularly passionate about helping her clients become proactive and mitigating legal risk in business. She assists clients across a number of sectors including agribusiness, engineering, mining services, transport, and private business. As a long-term business owner herself, she works with her clients to ensure that legal solutions are practical and meaningful to her clients.
Shelley Davies
Legal Practitioner Director LLB,
BA (Psychology)
Accredited Family Business Advisor (Family Business Association AU)
AMDRAS Accredited Mediator
Collaborative Law Practitioner
Women’s Lawyers of WA Member
Law Society of WA Member
Shelley joined Vitalis Legal in 2022 and quickly became a cornerstone of the firm, stepping into the role of director in 2023. With a background in general commercial law and litigation, Shelley is deeply committed to understanding the unique needs of each client. Her approach is characterised by care and precision, ensuring that legal advice is not just sound, but also personalised to meet the specific goals of her clients. Shelley’s experience spans business sale transactions, commercial disputes, and a wide range of industries. She is known for her practical, empathetic approach, always striving to balance the investment in legal services with the desired outcomes. Shelley’s dedication to her clients is evident in every aspect of her work, ensuring that their interests are always at the forefront of her practice.
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 Katie McMeekin, FBA State Representative WA for the link.
Thank you to our Event Host
To help with breakfast catering, please register in advance. KPMG are generously hosting this event, and accurate numbers will ensure we can look after everyone on the day.
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
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