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Family governance presentation
Published on 16 Aug 16 by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- family dynamics and governance
- succession – business and family challenges and best practice
- a typical family governance structure
- role of the family board.
Author profile
Elise Elliott
Elise is a Partner at Deloitte Private with over 14 years of experience assisting private businesses and family groups to manage their accounting and tax compliance obligations and issues related to ownership transfer, exit strategies, management reporting, cash flow analysis and due diligence assignments. Elise has worked extensively with over 100 of Australia's wealthiest families assisting them with succession planning. Her work includes conducting family dynamics programs, establishing family constitutions and assisting the next generation with wealth transfer. In many cases this has also involved assisting with family office set up. Elise regularly presents on Family Office topics across Australia and recently led a private business sector submission to an Australian Parliamentary Committee. - Current at 29 July 2016
This was presented at 2016 Vic Family Business Day .
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Individual sessions
Introduction: How family businesses differ from other businesses
Author(s): Dan SimmondsMaterials from this session:
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Threats to family business
Author(s): Dan SimmondsMaterials from this session:
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Why 70% of wealth transfers fail – A roadmap for managing family wealth across generations
Author(s): Brad SimmonsMaterials from this session:
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Small business perspective
Author(s): Graeme WHITEMaterials from this session:
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Family business and remuneration
Author(s): Josh DayMaterials from this session:
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Family governance
Author(s): Elise ElliottMaterials from this session:
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