Kylie Lamprecht, Edward Fletcher
Significant tax reforms, changing market dynamics and the rapid rise of artificial intelligence are reshaping the way successful families manage wealth. In this session, Kylie Lamprecht will explore the practical implications of proposed tax changes for trusts, succession planning, asset valuations and family wealth structures, highlighting the key decisions families should be considering now to protect flexibility and preserve long-term wealth.
Alongside this, Edward Fletcher will examine the opportunities and risks of using AI in investment decision-making. As more investors and family offices rely on AI-generated insights, the discussion will consider whether these tools are inherently influenced by short-term, momentum-driven investment approaches and how that aligns with the long-term objectives typically associated with family office investing.
Together, they will provide a practical framework for navigating legislative change, technological disruption and investment uncertainty while building resilient strategies for future generations
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 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.
Georgia Barkell is a finance and investment professional with a strong grounding in financial strategy, complemented by a deep interest in people, relationships and the dynamics that shape outcomes over time.
She is the founder of Kinexis, where she works alongside families as a consigliere, helping to develop and implement right-sized strategy and governance. Her approach brings a risk management lens to the skilful stewardship of family values and wealth across generations.
Georgia brings 25 years of experience across Chartered Accounting, Investment Banking, Technology, Fund Management and Family Office, with a career spanning Australia and the UK and experience with organisations including Deloitte, Westpac and General Electric. She is an experienced Director, Executive and Investor.
A mother of three, Georgia’s deep connection to family is reflected in Anthony Brandt’s words: “Other things may change us, but we start and end with family.” Outside of work, she enjoys travel and languages, snow skiing, music and reading — interests that continue to shape her perspective and curiosity.
