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: When family business relationships get messy: Leveraging the advisor network
At the core of advising family businesses is a shared awareness that there are multiple interdependent systems at play (simplified in the 3 circle model), and this creates relational complexity. In this session, we will explore how the advisor network can help support our clients when this complexity turns up.
We will use a case study to explore:
- Know your client - Preserving loyalty to the client in the primary advisor relationship
- Recognising wider interests - Maximising the opportunity for complimentary skill sets to identify and protect other perspectives
- Strengthen business continuity - Working together to effectively identify and integrate the financial, legal and wider human interests represented within the family business.
Please come ready to explore how we can act as colleagues in a shared endeavour rather than competitors carving up a limited pie. Our goal is to help all of those in family businesses (including their advisors) to remain in right relationship.
About our Speakers:
Heidi Rawson: Heidi is an accredited mediator and people and purpose strategist who helps family businesses resolve conflict and build trust. With a background in people strategy/employment relations and governance, she brings clarity, empathy and momentum to cultural change. Heidi is Neometric’s executive director – organisational alignment.
Mal Cooke: Mal is a lawyer and governance advisor who brings calm authority and systems thinking to high-stakes situations. He draws on his experience as a dispute resolution partner in a global law firm and his roles as Board Chair and non-executive director. Mal is Neometric’s executive director – legal and governance advisory.
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. Grant Thornton 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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