EVENT DESCRIPTION
Focus, Balance & Legacy: How Leading Families Make Decisions That Last
Family offices today sit at the intersection of complexity and legacy. How do you decide where to focus your capital, your time, and your energy, while staying true to what matters most to the family members?
In collaboration with Finlaysons Lawyers, this roundtable lunch brings together South Australia’s family office executives and family members for an open conversation on leadership, investment, and multi-generational decision-making.
We’re delighted to welcome Amy Jones, CEO of McMahon Investments, who will kick things off by sharing how they navigate strategy, governance, family needs and decision making across a truly diversified portfolio - ranging from residential and commercial property to retirement living, private equity, and plant hire.
We Will Explore:
- Defining your Role
- Building Alignment Across Generations
- Investment Decisions
- Governance Innovation
- Constructive Dynamics & Succession
Why Participate?
- Be inspired by Amy Jones’ 20+ years of leadership and strategic advisory experience in one of SA’s most respected family businesses.
- Participate in a trusted, confidential roundtable with senior family office professionals, hosted in the PWN Four Walls “vault”
- Explore shared challenges and practical ideas—whether you're building a family office, leading it, working in an executive role or preparing to one day step in.
To secure your spot, click Book Now
Speakers
