The tax rules governing the restructuring of family groups are highly technical—often unnecessarily so. CGT rollovers frequently contain requirements and drafting anomalies that serve little apparent purpose and fail to address specific tax mischief. This is particularly evident for private groups that have consolidated for tax purposes, where the interaction between the CGT rules and consolidation often does not operate smoothly.
What distinguishes emerging family offices today is not performance or access, but a deliberate move toward self-reliance, recognising that governance, control, and legacy protection are as critical as capital growth.
Many families now face an “in-between” challenge: complexity has outgrown informal structures yet lacks the scale of an institutional model. The result is decision fatigue, governance gaps, and adviser overload that can quietly erode value.
This masterclass is designed for PWN Members navigating liquidity events, succession, and investment resets. Through practical frameworks and family case studies, this session provides clarity on both structural and human realities.
This masterclass explores:
- PWN Member perspectives on structuring a family office at different stages of growth
- Establishing and evolving a family office without over- or under-building
- Practical governance: clear decision rights, founder control with guardrails, and next-generation involvement
- Investing for legacy and purpose, including generational and philanthropic capital
- Operating with an investment committee mindset
- Managing personal pressures after success, including lifestyle, identity, and complexity
Speakers
Kylie Lamprecht
Kylie is responsible for the coordination and oversight of complex financial and structural matters within the family office environment. She delivers an integrated advisory service that encompasses family group structuring, asset protection, intergenerational planning, and long-term wealth preservation strategies. Kylie’s strength lies in fostering enduring, trusted relationships across generations
Her role involves working closely with founders, family members, and external advisers to ensure cohesive governance, regulatory compliance, tax compliance and effective implementation of strategic objectives. Kylie has a strong understanding of statutory obligations and regulatory frameworks, enabling the family office to operate with disciplined financial management and robust internal processes.
Kylie provides strategic oversight across business interests, investment structures, and private assets, ensuring alignment with the family’s broader vision and legacy objectives. She is highly regarded for her ability to manage complexity while maintaining discretion, precision, and a strong client-centric focus.
Edward Fletcher
Edward draws on over a decade of financial services experience to create bespoke strategies, helping clients achieve financial objectives based on their unique circumstances and risk tolerance.
Most recently serving seven years as specialist Investment Adviser at Macquarie Private Wealth, Edward has also spent time in Private Banking at Westpac and Financial Planning with a boutique firm. This broad background, combined with Pitcher Partners’ unique blend of scale and independence, enables Edward to source the most appropriate solutions across the entire market to deliver superior outcomes for clients.
Edward’s investment philosophy involves creating a strategic asset allocation to match a client’s objectives and risk profile, from which to construct an investment portfolio combining core, long term holdings complimented by satellite positions to take advantage of specific company and industry opportunities.
Edward holds a Bachelor of Business from Queensland University of Technology (QUT) and a Diploma of Financial Services. He is an ASX Accredited Derivatives Adviser (ADA Levels 1 and 2) and a Representative of Pitcher Partners Wealth Management, where he is RG146 qualified. In recognition of his leadership potential within the financial services industry, Edward was awarded the 2012 Financial Services Council / Deloitte Future Leaders Award in the Global Markets category.
Booking
Visit the Family Office Congress XVII Masterclass website to book your Masterclasses.
