This event is for FBA Advisor Members only.
Advisor Connect is a monthly event designed to support your ongoing professional development in family business advising, while building connections with fellow FBA Advisor Members across multiple disciplines.
Each event centres on a key theme which shapes the speakers, discussions, and learnings throughout the session. It’s an opportunity to deepen your understanding of others’ expertise, share insights, and uncover collaborative opportunities that will benefit you and the family businesses you support.
This hybrid event will be held in-person at Gallagher, Brisbane and also online. To join online the link will be provided when you register.
Topic: Intergenerational wealth transfer disputes: lessons from the boardroom and courtroom for family business advisors
Poorly planned transitions can lead to costly disputes, fractured familial relationships, and in some cases the eventual collapse of otherwise successful family enterprises.
This practical session draws on real-life case studies to explore the themes, risks, and complexities of transgenerational wealth transfer arising from the courtroom and the boardroom. We will examine common points of failure, the early warning signs family business advisors should watch for, and the practical steps that you can take to assist families to avoid and mitigate disputes. Where it is predictable, it is preventable!
You will walk away better equipped to identify potential issues, ask the right questions, assist business families to engage in proper succession planning and adopt governance measures that future proof their group and collaborate effectively with legal and other advisors to support your clients through this critical phase.
Key Takeaways:
- Equip advisors to identify recurring risks, themes and pitfalls from real life case studies to better educate and service family businesses.
- Learn why traditional wills and estate planning fails family businesses
- Allow your clients to heed the lessons from the case studies and ensure effective governance and succession plans are adopted.
Speaker
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Michael McDonnell, Partner, Results Legal |
With over 20 years’ specialist experience in commercial and corporate litigation and insolvency law, Michael has been Principal at Results Legal for more than 13 years.
Michael’s team specialises in shareholder and business separation disputes, including corporate oppression actions, partnership and trust litigation across Australia. A key focus of the team’s practice is complex intra-family and intergenerational family enterprise disputes.
Michael also has significant experience in general contract and commercial disputes, including fraud and trade practices matters, and in drafting, realising, and enforcing securities for banks/lenders.
Michael regularly advises regarding insolvency and restructuring matters and conducts insolvency litigation, including insolvent trading and director duty claims, claims arising from phoenix transactions/ asset stripping, in addition to running public examinations. He also has experience in representing examinees at ASIC examinations.
Michael regularly provides professional development training and seminars to clients, major accounting and industry bodies and professional services firms.
Why Attend Advisor Connect
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Expand your network and connect with like-minded professionals who share your passion for supporting family businesses.
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Gain practical insights and strategies from experienced speakers on topics that matter most in family business advisory.
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Explore opportunities and collaborate with other advisors to strengthen the services you provide and challenge your way of thinking
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Stay ahead, keeping up-to-date with evolving best practices in advising family businesses.
As an FBA Advisor Member you are eligible to attend any advisor events across Australia and New Zealand
Not an FBA Family Business Accredited Advisor?
Becoming an FBA Accredited Advisor gives you the essential knowledge, skills, and practical tools to confidently support family businesses as they navigate growth, succession, and complex dynamics.
By engaging with a trusted community of professionals, you’ll stay informed on best practices, share experiences, and continue to grow your capability as an advisor. You’ll also be part of a supportive network dedicated to helping family businesses thrive for generations to come.
Learn more and become an Accredited Advisor today.
