STEP Victoria-Tasmania Branch invites you to a seminar with Daniel Trimarchi TEP, National Lead of Family Dynamics & Governance, KPMG Australia.

Topic: Beyond the baton pass - The evolution of succession and governance in multi-generational family enterprises

Historically succession in family enterprises was often viewed as a relatively straightforward transfer of leadership, ownership or control from one generation to the next. However, as families, ownership groups and family enterprises become more complex, many traditional assumptions about succession are being challenged.

Drawing on recent research and a whitepaper co-authored through the UHNW Institute, this session explores how succession is evolving from a focus on a single successor towards a broader concept of continuity, governance and stewardship. The discussion will examine the growing importance of ownership readiness, governance capability, decision-making structures and the role advisors play in helping families navigate multi-generational transitions.

Event Details

Date: Thursday 15 October 2026

Time (all times AEDT):

17:30 - 17:45 arrival and networking
17:45 - 18:45 seminar
18:45 - 19:15 refreshments

Venue: Moores, Level 1, 5 Burwood Road, Hawthorn VIC 3122 (in person and online via live-stream)

Cost: STEP Members $50 | Non-Members $110

For more information, please contact step.victoria-tasmania@step.org.

Please ensure the email address you register with is correct, as all event communications will be sent to this address. 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.

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

About the Presenter | Daniel Trimarchi TEP

Daniel Trimarchi is National Lead of Family Dynamics & Governance at KPMG Australia. With more than 17 years of experience across Australia, the UK and Canada, he advises business families, family offices and high-net-worth individuals on governance, succession, continuity and decision-making. Daniel serves as Co-Chair of the STEP Business Families Special Interest Group Global Steering Committee and is a Faculty Member and Advisory Board Member of the UHNW Institute. He was recently recognised in Family Capital's Global Top 50 Family Enterprise Advisors and is a full TEP member of STEP.

Seminar Host | Moores

Moores is an values-driven Australian law firm based in Hawthorn, Melbourne, that focuses on private clients and purpose-led organizations.

Learn more

Contact the host of STEP Victoria-Tasmania Seminar | Thursday 15 October 2026