Speakers
Masterclass
The inheritance that passes between generations beyond financial assets — and how to steward it intentionally.
Purpose: This session names and explores the inheritance that operates alongside — and often beneath — the financial transfer: identity, freedom, capability, voice, and agency, and asks what families can do to steward it with the same intentionality they bring to capital.
Discussion: What the younger-generation actually inherits, what gets lost in the gap between intention and transmission, and the practices Joanna has seen families use to make the non-financial inheritance real and legible across generations.
Outcomes: A reframe of what “wealth transfer” actually means, language you can use in conversations with the next generation in your own family, and practices worth testing in your own context.
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).