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Governance and Directorship for Family Business, Perth - August 2026

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The Governance and Directorship for Family Business Course covers how to establish and maintain appropriate governance structures, understand your director duties, and implement strategies to meet your family business's specific needs. 

Governance and directorship in a family business is complex. Family business directors must juggle the dynamics between family members, business demands, and shareholder expectations, all while ensuring the business thrives. A well-structured governance system can facilitate open communication, reduce internal conflicts, and promote long-term sustainability for your family business. 

This course is designed to equip family business owners, directors, and key stakeholders with the tools and knowledge you need to professionalise the governance of your family business and ensure its future success. You will gain a thorough understanding of business and family governance principles, how to establish an effective board structure, and the legal obligations of directors in your family business. 

This course will be held in person at KPMG, Perth. 


Key Learnings:

  • Understand the role a Board can play in growing your family business.
  • Gain a thorough understanding of business and family governance structures. 
  • Learn the unique challenges family business directors face. 
  • Define the core areas of legal responsibilities for directors. 
  • Explore options for structuring a Board of Directors to suit your family business.

Who Should Attend? 

  • All members involved in strategically guiding the family business. 
  • Executive and non-executive directors of family businesses. 
  • CEOs and senior managers of family businesses. 
  • Family business shareholders. 

Course Structure

    • Explore governance structures in family and business settings
      We will look at how governance works in both the family environment and the business itself, and how the two connect.

    • Balance the interests of owners and the business
      You will learn practical ways to navigate situations where personal priorities and commercial needs do not quite align, and how to keep both sides moving in a healthy direction.

    • Review your current family business structures
      There will be time to reflect on the frameworks already in place in your own family business so you can spot what is working well and what might need attention.

    • Introduce directors duties
      You will get a straightforward overview of what directors are responsible for, how those duties apply in a family business, and why they matter for good governance.

    • Understand the legal responsibilities of Directors and Officers
      You will explore the core legal obligations that apply when you act as a Director or Officer in a family business, including what the law expects from you in practice.
    • Look at key parts of the Corporations Act and the penalties for breaches
      We will walk through the sections that matter most for governance and decision-making, along with the consequences if those duties are not met.

    • Introduce Family Charters
      You will learn what a Family Charter is, how it is structured, and why it can be a powerful tool for clarity, communication, and harmony in a family Business.

    • Understand the financial health of your family business
      You will explore what financial health really looks like, why it matters for long-term stability and how it supports good governance.

    • Measure profitability, liquidity and financial stability
      We will break down the key indicators that show how well the business is performing, how easily it can meet its obligations and how resilient it is when conditions shift.

    • Family structures and communication that support long-term success
      You will look at the frameworks and communication habits that help family businesses stay healthy across generations, even when conversations get tricky.

    • Integrating family and business governance
      We will explore how to bring the two systems together in a way that strengthens decision-making, reduces confusion and keeps everyone aligned.

    • Getting started and next steps
      You will finish with practical steps you can take right away, along with guidance on what to focus on as you continue building strong governance in your family business.

FBA Courses operate under Chatham House Rules, allowing participants and facilitators to share their experiences and insights freely.


Lead Facilitator


Rob Davis
Principal Consultant 
Enginuity Consulting
 

Rob and his consultancy, Enginuity Consulting, are rather unique. He is what you might call a ‘Specialist Generalist’​. That is, he deals with all the complex areas of Family Office, Family Council, Board, or CEO would normally cover. Most work is conducted as a result of private referrals or via FBA connections.

Rob's area of expertise includes Family Council and Board implementation and leadership, from start-up, management of business, personal and family lifecycles, through growth to exit or succession, with his specialties being in culture, governance and business performance, leadership, strategy.

  


Guest Facilitators

Legal Facilitator

Müge Ozcan
Legal Practitioner Director 
Vitalis Legal

Müge founded Vitalis Legal in 2014 with a clear vision to create a law practice that truly reflects her values—integrity, empathy, and dedication. With over 20 years of experience in general commercial and succession law, Müge has established a practice that prioritises the well-being and success of her clients. She takes a deeply personal approach to her work, ensuring that each client feels supported, understood, and confident, even during the most complex legal challenges.

Her extensive expertise covers various legal areas, including wills and estates, where she offers compassionate guidance to clients facing disputes. As a business owner herself, Müge understands the practicalities of running a business and collaborates closely with her clients to provide legal solutions that are both effective and aligned with their specific needs.

  

Finance Facilitator

Agnes Vacca 
Partner
KPMG 

Agnes has over 30 years of experience in providing specialist succession and estate planning advisory and compliance services to family-owned businesses in Western Australia, in a diverse range of industries. Agnes works with family business owners, their finance teams and managers to develop strategies and implement restructures to ensure their businesses are operating in optimal business structures to facilitate business growth, future exit strategies and tax effectiveness. Agnes also specialises in facilitating the development of goal focused business strategies including business transition, finance and reporting process improvement, cash-flow forecasting, budgeting, sensitivity analysis, business planning and finance proposals. Agnes is a Fellow of the Aus. Institute of Chartered Accountants, holds a Bachelor of Business (Acc.) and a Graduate Diploma, Financial Planning, ASIA as well as being a Registered Tax Agent.