Advising Business Families – Part 1 March 2026
This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.
This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?
The Family Business Dynamics Series has four individual workshops on offer, held online monthly across February - May 2026. Register for 1, 2, 3 or all 4 workshops to get the most out of the series. The second workshop in the series, helps you to appreciate generational mindsets and tailor your communication to build stronger, more respectful relationships.
Join us in learning about Psychological Safety: A leader's playbook for compliance. Open to Forum Group Participants.
Join us as we introduce FBA to the Geelong and surrounding communities. Come and hear from a panel of business leaders and advisors, meet new people, learn from each other and enjoy great company over some drinks and nibbles.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Special 2-Day Intensive Part 2. This course builds on Advising Business Families - Part 1 and is your pathway to becoming a Family Business Accredited Advisor. Part 2 focuses on the additional skills and practices that advisors require in order to be effective in addressing the unique issues family business clients encounter.
Join Dr Dennis Jaffe for an in-person advisor masterclass where he presents the core ideas from his upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action,” co-authored with Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Start your day with a coffee and good conversation at Coffee Connect. Come along and have a chat with other family businesses in your local area and your FBA State Representative, Rebecca Meyer.
Join FBA and the Victorian family business community as the Di Losa family shares how John built the business and how his children, Jack, Jacinta, and Alex, have successfully joined it, offering real lessons, insights, and the challenges of owning a family business in the competitive refrigerated transport industry.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Research indicates family businesses consistently out-perform non-family businesses in terms of return on investment and market value. So what are the advantages available to a family business that can make them more successful?
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
This course develops an overall understanding of the nature, uniqueness and significance of family enterprises around the world.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Join FBA and the Victorian family business community as we celebrate National Family Business Day. The Thorpe family will host us and share how Darren started the business, brought in the 2nd generation, and is leading the way with their advanced recycling technology.
Advisor Connects bring FBA Advisor Members together for meaningful collaboration, learning, and networking. Each event centres on a key theme, featuring expert insights and practical discussions. It’s a chance to connect with like-minded peers, broaden your understanding of other disciplines, and explore new ways to work together to support your family business clients.
Join us on 6 November where we dive into the evolving role of governance in family businesses and explore the rising use of advisory boards with guest speaker Louise Broekman, Founding Director of the Advisory Board Centre. Thank you to our event partner KPMG Private Enterprise.