Special Advisor Masterclass with Dr Dennis Jaffe: Bridging the Succession Transition Gap
Are you an experienced advisor working with business families? Do you sometimes find it challenging to help clients move from talk to action when it comes to succession and transition?
Dr Dennis Jaffe, a leading expert and author on family business, is coming to Australia to deliver in-person masterclasses, along with Assoc. Prof. Chris Graves from FBERG Adelaide University, that will equip you with practical strategies and tools to overcome these challenges.
Drawing on his upcoming working paper, co-authored with Stacy Allred at J.P. Morgan Wealth Management, Dr Jaffe will present a five-step approach – Reflect, Align, Design, Develop, Execute – that helps families move from intention to implementation.
The in-person masterclasses 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.
Dates & Locations:
Melbourne: Friday 24 April 2026, 9:00am – 12:00pm AEST
Sydney: Tuesday 28 April 2026, 9:00am – 12:00pm AEST
Adelaide: Thursday 30 April 2026, 9:00am – 12:00pm ACST
Perth: Tuesday 5 May 2026, 9:00am – 12:00pm AWST
Register your spot today: https://familybusinessassociation.org/programs-events/fba-education-courses/advisor-masterclass–bridging-the-succession-transition-gap-with-dr-dennis-jaffe
STEP Members are able to receive exclusive FBA Member rates by requesting a discount code via step.australia@step.org
Organised and sponsored by the Family Business Education & Research Group (FBERG), Adelaide University. Hosted at KPMG Australia, with support from Family Business Association (FBA).