Our Masterclasses combine expert insight with real-world stories and honest conversations you won’t hear anywhere else.
These small, closed-door sessions are designed to create space for confidential exchange between PWN Members, trusted guests and expert facilitators. In an intimate setting, Members can share experiences, ask candid questions, and explore common challenges alongside peers who understand the complexities of significant wealth.
Masterclasses are available only to Family Office Congress XVII participants. Participation is complimentary for PWN Members and holders of PWN Member Guest Passes.
Morning Masterclass
9.30am – 12pm
The Evolving Family Office Blueprint: From Complexity to Clarity
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.
Masterclass Details
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.
Future Proofing the Family Office: From GenAI to Autonomous Agents
AI is reshaping the way we live and operate — but for many family offices, it remains misunderstood, underutilised, or approached with unnecessary caution.
Masterclass Details
Designed for family office principals and advisers, this practical workshop demystifies AI, covering everything from how large language models actually work to the emerging world of autonomous agents that can execute complex tasks independently. Through real-world case studies— portfolio optimisation, due diligence automation, and intergenerational knowledge transfer — participants will see where AI delivers genuine value in a family office context.
The session also tackles the hard questions: governance, human accountability, Australian privacy law, data sovereignty, and regulatory compliance. It closes with a four-step implementation roadmap to help family offices move from AI-curious to AI-enabled, securely and confidently.
This masterclass explores:
- Where AI can deliver immediate value in a family office — from sharper investment insights to faster, more efficient operations
- How AI tools and autonomous agents can enhance decision-making while preserving human judgement and control
- Practical ways to streamline due diligence, reporting, knowledge management, and portfolio monitoring
- How to manage risk through strong governance, privacy safeguards, and compliance with Australian data and regulatory requirements
- A clear, practical roadmap to help your family office adopt AI with confidence and measurable outcomes
Speaker
Andrew Milroy
Andrew Milroy is the Founder of Veqtor8, a technology advisory firm based in Singapore. His work focuses on helping organisations unlock value from emerging technologies, with a particular emphasis on AI, data management, cloud platforms, and cybersecurity.
A recognised thought leader and speaker in the Asia-Pacific region, Andrew has more than two decades of experience advising enterprises and governments across multiple domains, including AI, data strategy, cloud computing, intelligent automation, IoT, cybersecurity, and customer experience. His current work centres on guiding organisations through AI adoption, data-driven transformation, and cybersecurity resilience.
In addition to his advisory practice, Andrew has served as lead cybersecurity analyst for Information Services Group (ISG) in APAC and as APAC analyst for the MIT Technology Review. He is also an adjunct lecturer at ESSEC Business School, Asia Pacific, where he teaches cybersecurity strategy to master's students.
He holds a BSc from Newcastle University (UK), an MA from Middlesex University (UK), and an MBA from MGSM (Australia).
Afternoon Masterclass
1.30pm – 4pm
Death and Taxes: An Overview of the Current Tax and Estate Planning Environment
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.
Masterclass Details
The ATO’s strict technical approach can result in unexpected outcomes for taxpayers, particularly family group taxpayers. Of even greater concern is the ATO’s use of the tax avoidance regime (Part IVA) when advisers take steps to mitigate these unintended outcomes.
This session is a valuable opportunity for PWN Members to raise questions and real-world scenarios in a confidential setting.
This masterclass explores:
1. Tax:
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The state of play regarding the Commissioner’s guidance on back-to-back rollovers
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The application of Part IVA to rollovers in light of recent cases, such as Merchant v Commissioner of Taxation (soon to be heard in the High Court), even where taxpayers comply with the technical requirements of the legislation
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If time permits, a brief overview of other recent tax developments, including:
- Superannuation Division 296 tax
- The significant High Court case Commissioner of Taxation v Bendel, concerning unpaid distributions from discretionary trusts
2. Estate Planning:
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The rise of family charters or rule books, and strategies for optimising the use of the family bank
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Anticipating government and ATO interventions – Potential attacks on family wealth, including death duties or inheritance taxes by stealth, and possible removal of deceased estate concessions
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Protecting assets from predators and creditors – Testamentary trusts remain a strong vehicle, provided control is properly structured
Speakers
Scott Whitla
With extensive expertise in succession planning, estate administration, estate litigation, and equity claims, Scott is an accredited specialist in succession law and a qualified mediator.
Trusted by private clients, family offices, and trustee companies, Scott collaborates with the McR Private team, accountants, and financial advisers to create tailored succession planning solutions that help preserve estates and the family legacy.
David Hughes
David is an accredited tax law specialist, and a chartered tax adviser. He has over 25 years experience acting for taxpayers of all types including individuals, family groups, SMEs, and listed and unlisted public companies across all aspects of tax law.
The ATO is closely scrutinising families of significant wealth, particularly in the context of family and business succession. David has successfully leveraged his experience and collaborative relationships within the ATO to facilitate complex and tax effective restructures, that achieve his clients’ objectives.
The Younger-Gen Inheritance: Identity, Freedom and the Wealth You Can't Put in a Will
This intimate session, led by Joanna Sun, opens the door to a conversation that rarely happens in formal family office settings but is urgently needed. Drawing on lived experience and deep psychological insight, the session explores the invisible inheritance passed between generations—beliefs about worthiness, safety, identity, and belonging that shape every governance conversation and succession plan.
Masterclass Details
In a confidential setting, through guided reflection, interactive exercises, and open dialogue, participants examine the pressures they carry, the roles they’ve been assigned, and the freedom they long to claim.
Across four arcs—Invisible Inheritance, Identity, Freedom, and Relational Courage—Joanna helps younger‑gen Members articulate who they are becoming, what they want to build, and how to begin the conversations that change family systems. Participants leave feeling seen, lighter, and more connected, with a clearer sense of the legacy they want to pass forward.
This masterclass explores:
1. Understanding the Invisible Inheritance
- Participants gain clarity on the emotional and psychological legacies that shape family dynamics and leadership far more than financial capital
2. Reclaiming Identity and Direction
- Younger‑gen Members explore the gap between assigned roles and chosen roles, building a grounded sense of self that can stand within—and sometimes apart from—the family system
3. Stepping Into Courageous Dialogue
- The session offers practical tools for beginning the conversations that unlock autonomy, strengthen relationships, and shape the legacy they will one day pass forward
Speaker
Joanna Sun
Drawing from her own background as a member of a family office navigating succession challenges and family conflict amongst the Generation 1 to 3, Joanna understands firsthand the intersection of family dynamics, governance needs, and wealth continuity. This personal experience, combined with her expertise in building family office advisory boards, enables her to create governance frameworks that honor both family relationships and business imperatives.
Joanna specialises in designing tailored governance structures for family offices and navigating the complex emotional dynamics of multigenerational wealth transitions. With extensive experience working with global families of significant wealth, she brings a trauma-informed approach to succession planning, recognising how rapid wealth creation and family complexity impact decision-making across generations.
Born in China and raised in Australia, Joanna brings deep cultural intelligence to her work with Asian family enterprises and transnational wealth structures. She focuses on family enterprise planning, succession strategy, next-generation development, and establishing governance systems that support healthy family dynamics while protecting wealth across borders and generations.
Joanna holds a double Bachelor's degree in Business Management and Arts and a Master's degree in Financial Planning. Her specialised credentials include Certified Family Advisor and Advanced Certificate Family Advisor (Family Firm Institute), Certified Executive Chair (Advisory Board Centre), and the Company Director course (AICD).
Milestone Experience
This is a special experience reserved for PWN Members of 7+ years, by invitation only.
The Edge of Possibility: Inside QUT’s Innovation Frontier
9am – 3pm AEST, 13 May 2026 ‐ 6 hours
Robotics & Artificial Intelligence
Health & Bioengineering
Climate & Energy
Water & Environmental Systems
Event Details
This is a special experience reserved for PWN Members of 7+ years, by invitation only.
Offering a rare, behind-the-scenes perspective, this experience invites you into the future at Queensland University of Technology (QUT)—one of Australia’s most dynamic research environments. Here, discovery meets application, as researchers operate at the intersection of science, technology, and society.
Through close collaboration with industry and community, QUT is transforming breakthrough ideas into tangible, real-world impact, shaping the future in ways few have the opportunity to witness firsthand.
This masterclass explores:
Robotics & Artificial Intelligence
- Autonomous marine robotics restoring the Great Barrier Reef, AI systems exploring Antarctica, and next‑generation robotics shaping environmental stewardship
Climate & Energy
- Innovations in extracting critical minerals for next‑generation batteries, and technologies accelerating the global transition to cleaner, more resilient energy systems
Water & Environmental Systems
- Breakthroughs in water security, including PFAS elimination, AI‑enabled monitoring of water systems, and technologies transforming waste streams into energy and nutrients
Health & Bioengineering
- A fully implantable artificial heart, pioneering surgical interventions for children with scoliosis, and advances in biofabrication exploring the future of 3D‑printed organs
*Onsite schedule and sequencing may change.
Masterclasses Registration
Masterclasses are available only to Family Office Congress XVII participants.
Participation is complimentary for PWN Members and holders of PWN Member Guest Passes.
For all other pass types, a Masterclass Daily Pass is available for $650 + GST per person.
If you do not yet hold a Family Office Congress XVII pass, please apply here.
By registering for a Masterclass, you acknowledge and agree that a Masterclass Daily Pass fee will be charged if you do not hold a PWN Member or PWN Member Guest Pass.