Advisor Masterclass: Bridging the Succession Transition Gap

Advisor Masterclass: Bridging the Succession Transition Gap with Dr Dennis Jaffe, Dr Chris Graves & Stacy Allred.

This masterclass is designed to empower experienced advisors with the insights and tools to help clients overcome barriers. Many trusted advisors encounter hurdles when helping business families move from talk to action on succession and transition.

Join Dr Dennis Jaffe, a leading expert and author on family business, Stacy Allred, Head of Family Engagement & Governance at J.P. Morgan Wealth Management as they present the core ideas from their upcoming working paper, “The Journey to Family Enterprise Succession: Five Steps from Intention to Action”. Dennis and Stacy will guide participants through the five key steps — Reflect, Align, Design, Develop, and Execute — that enable families to move from intention to implementation in the transition of current family business leaders and owners.

The session will be facilitated by Dr. Chris Graves, who will also be sharing research insights from advisors on challenges commonly faced when advising business families on succession and transition.

The workshop will feature a dynamic Q&A and peer problem-solving session that tackles the real-world roadblocks advisors face, particularly when working with founders and first-generation leaders.

Organised and sponsored by Adelaide University’s Family Enterprise Group with the support of Family Business Association and KPMG Australia.