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The art of advising an evolving private business

Private businesses owned and run by families draw out the distinctions between “business owners”, “business operators” and “family members”. Advisers to these businesses need to be aware of, design and implement strategies that take into account the individuals that are in one, two or all three of these positions. That adds up to an adviser being able to think strategically and implement a plan that “speaks” to all three, while understanding that they have very different drivers and interests.

This retreat has been designed to explore these interactions as well as the taxation issues that arise as a result of them.

Raise your organisation’s profile

Find out more about becoming a sponsor by contacting Sandra Falzon on 02 8223 0000 or email us for further details.


For more information please feel free to contact Vanessa Finnerty on 07 3225 5200 or email us