by BBG

Actions and Detail Panel

A$0 – A$50

Date and time


Online event

Refund policy

Includes professionals from a range of business disciplines serving Family Office and high net-worth individuals.

About this event

PURPOSE: A Collaborative Forum of leading professional service providers and practitioners who work in the Family Office sector

MEMBERSHIP: Membership of this Forum will be by invitation only and will be restricted to professionals with a commitment to excellence and a proven track record in supply of quality services in the Family Office sector

Target group size: 10 – 15 members

Initially convened on a national basis

MEETINGS: The Group will meet on a monthly basis, as follows:

Every second month at a 1.5-hour public zoom forum attended by members and invited guests

Agenda will include a guest speaker (with content that is interesting and useful to members and guests), a think tank and a key learnings review.

Forum will be promoted by all members to their existing clients, colleagues and referral partners (as appropriate)

The objective is to have a minimum of 5 guests at each Public Forum

Providing members with the opportunity to meet and interact with guests (prospective clients) in a non-threatening environment.

Every second month at a 1.5 hour “members only” forum

Forum will include KLT Hot Seat presentations by one or two members, problem-solving and collaboration sessions and a key learnings implementation review flowing from the prior month’s public forum

KEY BENEFITS: Members are expected to derive a number of benefits as follows:

Business process improvement

Generation of warm introductions and referrals based on KLT

Creation of a “virtual firm” of expert professionals (allowing members to “dance on a bigger stage”)

Problem solving (virtual advisory board)

Creation of and participation in a new centre of influence in the Family Office sector

A refined lead nurturing process (cultivate your prospects by inviting them to a forum rather than nagging them to buy).

PRICE: $495 Joining Fee + EITHER $1,795 per annum OR $180 per month.

Please CLICK HERE for further information

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