Speakers
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 bringsa 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).