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NSW/ACT Advisor Connect Meeting Parramatta - June 2024

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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: Succession Planning – making it work

We are going to explore one of the most pivotal endeavours, succession planning in family businesses. One generation decides it is time to pass on to the next generation the flame that illuminates the path ahead, ensuring that the brilliance of the family business continues to shine through the next generations. Succession is an intricate tapestry of familial ties, entrepreneurial spirit, and strategic foresight. As advisors, we are not merely spectators but active participants in helping our clients shape the destiny of their family enterprise. The skill is to make it work; accredited advisor Anita Cohen is going to guide us through the exploration of three critical succession areas: communication, why it is important, getting the structure right and sharing what a “good” outcome looks like. Anita will share her experience of working with a third generation farming client, working with generations and the different goals each has and the need to think outside the square when it comes to structure.

Key Takeaways:

In unravelling the mysteries, challenges, and triumphs of succession planning in family businesses, Anita will share the learning that shows us:

  • Communication is the keystone of successful succession.
  • The value of compromise in getting everyone on board.
  • The right amount of the right kind of follow-up is an essential ingredient for succession success.


About our Speaker: Anita Cohen

Anita has worked in business advisory for over 20 years, during which time she has dedicated herself to using her expertise in the mechanics of good financial and business management to provide her clients with advice to significantly improve their business. She has worked with Family Office Clients and Family Businesses throughout her career. Her experience with these clients has imbued her with a robust understanding of their unique issues and the knowledge to help them succeed. Driven by her determination to help clients achieve their goals, Anita aims to deliver tailored, practical solutions that make a genuine difference to her client’s success.


We look forward to seeing you there.

For those unable to attend in person, this will be a hybrid event. If attending online, you will receive instructions upon registering.



Thank you to our Event Host:




Click here to view the terms and conditions.

Please contact the office on 1800 249 357 if you need assistance registering for this event.

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