This event is for active FBA Forum Group participants from Australia only.
In this session, learn about Family Business Dynamics: When family business relationships get messy, from a panel including Heidi Rawson and Mal Cooke from Neometric, and Muge Ozcan and Shelley Davis from Vitalis Legal. Thanks to ANZ for hosting this event.
A panel of experts will take you through professional case studies and share their lived experiences to help you understand and navigate the challenges and opportunities of working with family. Engaging Advisors to support collaborative positive outcomes across generations will be a key component of our discussions. For many people, working with family is all they know, and when the relationships with family get messy due to succession, disagreements or lack of governance, it can be challenging to know what to do. This session will explore all things family dynamics to help you walk away feeling confident in how to handle family relationships in business.
These events are an opportunity to connect across the broader Forum Group network, encouraging meaningful discussions in a supportive, collaborative environment with people who truly understand the family business context.
Your Forum for Learning provides access to keynote speakers operating under Chatham House Rules, allowing you to deepen connections, share experiences, and explore learnings while strengthening personal knowledge and networks across the broader Forum Group community.
Through interactive Q&A sessions, our panellists will support you to:
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Understanding a collaborative approach to the use of FBA's Advisor community to navigate family business dynamics
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Explore key topics through the lens of a family business.
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Learn from industry experts who provide tested, actionable strategies for continued business and personal success.
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Share insights, experiences, and challenges with people who truly understand family business.
Speakers
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Heidi Rawson |
Heidi is an accredited mediator and people and purpose strategist who helps family businesses resolve conflict and build trust. With a background in people strategy/employment relations and governance, she brings clarity, empathy and momentum to cultural change.
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Mal Cooke |
Mal is a lawyer and governance advisor who brings calm authority and systems thinking to high-stakes situations. He draws on his experience as a dispute resolution partner in a global law firm and his roles as Board Chair and non-executive director. Clients often commend his capacity to cut through the noise.
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Müge Ozcan |
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.
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Shelley Davies |
Shelley joined Vitalis Legal in 2022 and quickly became a cornerstone of the firm, stepping into the role of director in 2023. With a background in general commercial law and litigation, Shelley is deeply committed to understanding the unique needs of each client. Her approach is characterised by care and precision, ensuring that legal advice is not just sound, but also personalised to meet the specific goals of her clients.
Shelley’s experience spans business sale transactions, commercial disputes, and a wide range of industries. She is known for her practical, empathetic approach, always striving to balance the investment in legal services with the desired outcomes. Shelley’s dedication to her clients is evident in every aspect of her work, ensuring that their interests are always at the forefront of her practice.
Why Attend?
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Connect with Forum Group participants from across the FBA community.
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Explore key topics through a family business lens.
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Learn from industry experts who provide tested, actionable strategies for continued business and personal success.
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Share insights, experiences, and challenges with people who truly understand family business.
Your Forum for Learning operates under Chatham House Rules, allowing participants and speakers to share their experiences and insights freely.
ANZ Commercial provides banking products and services to more than 600,000 businesses, as well as high net-worth private banking clients across Australia. ANZ aims to be the leading bank for Australian businesses looking to start, run or grow their business, and the private bank of choice for multi-generational families
Shelley Woodenberg - ANZ Senior Relationship Manager
Shelley Woodenberg is a highly experienced Senior Relationship Manager with over 21 years at ANZ, dedicated to helping family-owned businesses achieve sustainable success. She understands the unique challenges family enterprises face, balancing legacy, succession planning, and growth, while navigating complex financial decisions.
Shelley specialises in providing tailored solutions for acquisitions, management buyouts, and funding strategies that enable businesses to expand confidently and preserve family wealth. Her deep expertise in relationship management and strategic financial planning has made her a trusted advisor to family businesses across diverse industries.
With a commitment to building long-term partnerships, Shelley combines insight, integrity, and practical guidance to help families secure their future and thrive in an evolving market.
Shaun McKeon - ANZ Private State Director
Shaun McKeon is a seasoned financial professional with over 25 years of experience providing Private Banking & Investment Advice in Australia.
With 19 of those years spent at ANZ Private, Shaun has built a distinguished career in private banking, working closely with high-net-worth individuals and families to deliver tailored wealth management solutions.
Throughout his career, Shaun has developed deep expertise in debt strategy, investment strategy and portfolio construction. His client-centric approach and deep understanding of the Australian financial landscape have positioned him as a trusted advisor in the industry.
Shaun is known for his ability to navigate complex financial environments and for building long-lasting relationships grounded in integrity, insight, and results.
