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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.

Topic: Family Agreements – do they work and what issues should be considered to promote family harmony and prevent dispute

In this session, Kylie Wilson will look at the value of family agreements in family business as aides to ensure business longevity and family harmony. Using specific case study example this session will analyse what is required to ensure they work and what impediments might undermine the family’s intentions and business viability if these agreements are not prepared correctly.

Speaker: Kylie Wilson - Sparke

Kylie is a recognised succession planning law expert, listed in the Best Lawyers Australia 2021 edition for Wealth Management/Succession Planning Practice, and an accredited SMSF Specialist Advisor.

She has worked with family businesses for over 20 years and has many business clients in their third and fourth generation. Ensuring the business can remain viable, without the risk of litigation devolving business assets, is one of her key areas of specialty.

Kylie also works closely with advisors to prepare compliant solutions for a diverse range of individual clients with complex structures as well as business clients and families with diverse dynamics.

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

Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.

Click here to view the terms and conditions.

Share the QLD events page with your clients, colleagues, and connections so they too can enjoy the growing family business community.