Family Financial Matters - Discussion Group - 18 Aug 26
About
Business family clients are increasingly complex, spanning ownership transitions, emerging family offices, diversifying wealth and multi-generational decision-making. This session introduces practical frameworks to help Chartered Accountants recognise common triggers, understand the family-ownership-business dynamic, and identify opportunities to deepen advisory relationships. Not a session on becoming a family governance specialist — it's about seeing beyond the presenting technical issue and knowing when to bring in specialist support.Speakers:
Daniel Trimarchi: KPMG Australia's National Lead for Family Dynamics & Governance, with 17+ years advising business families across Australia, the UK and Canada. Recognised in Family Capital's Global Top 50 Family Enterprise Advisors.
Lucie McKenna: Partner at Moore Australia, advising privately owned and family businesses on governance, succession and intergenerational transition, known for her practical, relationship-driven approach.
Date
Tuesday 18 August 2026 5:30 PM - 7:00 PM (UTC+10)Location
CA ANZ office
Level 18/600 Bourke Street, Melbourne VIC 3000
Contact Form
Family Financial Matters - Discussion Group - 18 Aug 26
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