STEP New South Wales Lunch and Learn - Wednesday 8 May 2024
Event description
STEP NSW Branch invites you to a seminar with Kirsten Taylor-Martin of Grant Thornton.
This Lunch and Learn will be hosted at Grant Thornton in Sydney and will include the opportunity for networking and light refreshments.
Topic: Best Practice Family Governance and a Long Term Approach to Business and Family Planning
This topic will cover:
· When is the opportune time to introduce family governance to a family business.
· What does family governance include.
· Why introduce family governance?
DATE: Wednesday 8 May 2024
TIME:
11:45am - Arrival and refreshments
12:30pm - Presentation Commences
1:30pm - Networking opportunity
2:00pm - Event concludes
LOCATION: Seagrass Room | Grant Thornton | Level 17, 383 Kent Street, Sydney
COST: $45 STEP Members, $90 Non-Members
This event will be offered for in person attendance and live-streamed by webinar.
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 | Kirsten Taylor-Martin
National Head - Family Business Consulting | Partner - Private Business Tax & Advisory| Grant Thornton
Kirsten is a highly experienced family business advisor with a specialization in developing Governance Structures and Succession Plans to ensure the continued growth of family businesses across generations. Her approach is rooted in understanding the unique goals of both the family and the business, tailoring the most suitable structure and reporting mechanisms to achieve these objectives. With extensive international and Australian experience, Kirsten brings the world-best practices to her clients’ governance and succession planning solutions.
Her area of expertise encompass Family Office, Family Governance, Tax Restructuring, Superannuation and Commercial advice. Kirsten is an Accredited Specialist Advisor member with Family Business Australia and holds the distinction of being a fellow with the international organization Family Firm Institute. She is a regular international speaker on various aspects of family business and has authored numerous publications. Kirsten also hosts the “Keeping it in the Family” podcast series. Her contributions have earned her media recognition, as she has been featured in outlets like AusBiz, 2GB Radio and SkyNews for her valuable insights and contribution to the family business field, including her work on family business survey.
BRANCH SPONSOR
STEP NSW Event Sponsor - Equity Trustees
Equity Trustees, now incorporating Australian Executor Trustees (AET), combines two leading trustee teams with expertise and experience across all areas of specialist professional trusteeship serving individuals, families and communities. With a history of service reaching back to 1879, we offer services including 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 Melbourne, Sydney, Brisbane, Perth and Adelaide.
Visit us online for more information or call 1300 133 472.