STEP New South Wales Lunch and Learn - Wednesday 26 March 2025

STEP NSW Branch invites you to a seminar with Daniel Trimarchi, Director of Family Governance & Dynamics at KPMG. 

This Lunch and Learn will be hosted at KPMG in Sydney and will include the opportunity for networking and light refreshments.

Topic: Global Family Business Survey 2024 - KPMG Australia and the role of legacy in driving business performance and sustainability.

Following the release last year of KPMG’s Global Family Business Report – Unlocking Legacy, the path to superior growth in family businesses, compiled in conjunction with The STEP Project Global Consortium (SPGC), Daniel Trimarchi, Director of Family Governance & Dynamics at KPMG will host a roundtable discussion to discuss the findings of the report and the role of legacy in driving outperformance and long term sustainability for family businesses.

The discussion will explore how family businesses can leverage their unique heritage, values, and culture to create a lasting legacy for future generations. The survey also introduces the concept of a 'legacy matrix', a framework that helps family businesses to assess and align their legacy aspirations with their strategic objectives, governance structures, and operational practices. The discussion will provide you with an opportunity to learn more about the key findings and insights from the survey, and how they apply to families you support.

DATE: Wednesday 26 March 2025

TIME:
12:15pm - Arrival and refreshments 
12:30pm - Presentation Commences
1:30pm - Networking opportunity
2:00pm - Event concludes

LOCATION: KPMG | Level 38, International Tower 3 | 300 Barangaroo Avenue, Sydney

COST: $45 STEP Members, $90 Non-Members

This event will be offered for in person attendance and live-streamed by webinar.


STEP NSW Branch also invites STEP Members to register for a 2025 Annual Pass! 

An annual pass gives our members access to all seminars online, an access code to watch the seminar replay for a limited time, all materials provided by the speakers and a significant discount! Please purchase your pass here.

For further information or assistance, please contact stepnswaustralia@step.org

PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded, and the recording will be sent to registered attendees within 7 days of the seminar.

SPEAKER |Daniel Trimarchi

Director of Family Governance & Dynamics | KPMG

Daniel has worked in the Business Families sector for over 15 years, working in Australia, the UK and Canada. In addition to his current role as a Director with KPMG Australia, he is the Global Managing Director for KPMG Private Enterprise’s Global Centre of Excellence for Family Business. He specialises full-time in providing governance consulting services to enterprising families, family offices and high net wealth individuals who are managing change and complexity within their family and business systems.

He is Co-Chair of the STEP Business Families Special Interest Group Global Steering Committee and Faculty Member and Advisory Board Member of the UHNW Institute. Daniel is an accredited Specialist Family Business Advisor with Family Business Association, a full TEP member of STEP and an organisational member of the Family Firm Institute and Purposeful Planning Institute. He has also completed, with Distinction, both STEP Advanced Certificates in Advising the Family Business and Family Business Governance. In 2024 Daniel was named one of Family Capital’s Global Top 50 Family Enterprise Advisors.

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.