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Family Business Dynamics Series

Managing wealth and family businesses across generations is both complex and deeply personal. Success depends on more than financial plans; it requires preparing the family to work together, communicate openly, and plan for the future.

This online interactive series is designed for family business owners who want to strengthen communication, build trust, and create alignment around values, purpose, and long-term legacy.

Through practical tools and real-world insights, participants will learn how to navigate generational differences, hold effective family meetings, define shared priorities, and prepare the next generation for stewardship of both business and wealth.

Key Learnings:

  • How to facilitate open, constructive conversations about the future. 
  • The key components of a successful family meeting. 
  • Practical strategies for bridging gaps and fostering mutual respect. 
  • The difference between legal readiness and family readiness.
  • Techniques to keep discussions productive, enjoyable, engaging and inclusive. 
  • How to engage all family members across generations to align and communicate purpose and values. 
  • How to align financial decisions with shared priorities and aspirations. 

Who Should Attend? 

  • Current leaders and members of the family business.  
  • Emerging generation leaders and members of the family business. 

Available Online Workshops

The Family Business Dynamics Series includes 4 workshops, held online monthly across February - May 2026.
Register for 1, 2, 3 or all 4 workshops to get the most out of the series. 

Workshop 1: Family Wealth Conversations

Tuesday, 24 February 2026
11:00am - 2:00pm AEDT

Learn more and register here

Workshop 2: Understanding Different Generations

Thursday, 19 March 2026
11:00am - 2:00pm AEDT

Learn more and register here

Workshop 3: Family Meetings and How to Make Them Work

Tuesday, 14 April 2026
11:00am - 2:00pm AEST

Learn more and register here

Workshop 4: Family Values, Priorities and Purpose of Wealth

Thursday, 7 May 2026
11:00am - 2:00pm AEST

Learn more and register here