Following their highly popular session at Family Office Congress XV, “Trigger Happy: Why Beliefs and Behaviours are the Key to Family Unity”, Archie & Hugo Douglas will expand on their journey to family unity with globally recognised coach Francesco Lombardo (Bermuda).
This session will uncover “difficult conversation” topics around risks to family harmony and wealth transfer, including:
● For founders, the emotional need for control, and the process for letting go ....
● Being bold about succession: Navigating wealth transfer to achieve long-term goals
● For the younger generation: overcoming the fear of failure, sibling rivalry and other limiting beliefs
● For family and spouses: how to contribute positively and avoid the 'entitlement trap'.
Francesco Lombardo and members of the Douglas family will share their experience in how the power and impact of clear communication can provide clarity for unified decision making. This is especially critical at this time, when the sheer scale of the upcoming wealth/ownership transfer can distract and derail families with little experience or understanding of how to navigate it successfully to achieve their goals.
Come and learn how to get the conversation and process started! This panel is for both founders and their next generation members.
This event is kindly supported by Pilgrim Private
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Archie Douglas
Co-founder, PRDNationwide
Archie Douglas was co-founder and director of PRDnationwide, established on the Gold Coast in 1976. As one of Australia’s leading real estate practices, PRDnationwide employed approximately 2,000 people throughout its network and was instrumental in delivering many of Australia’s largest and most successful property developments. Since selling the business to Colliers in 2006, Archie has been actively involved in residential development as a director and investor in Halcyon Lifestyle Communities (sold to Stockland in 2021) and Redbank Communities.
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Hugo Douglas
Property Investment Manager – Due Diligence, Deal Structuring & Governance, Investment Management Australia (IMA)
Hugo's career commenced in 1999 within the banking and finance industry including roles with NAB, Credit Suisse and Deustche Bank in Australia and the U.K. Since joining Investment Management Australia (IMA) in 2005, his key duties have included the due diligence, deal structuring and governance of the shareholder’s property development investments.
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Francesco Lombardo
Family Business Advisor & Safe Space™ Facilitator
For more than twenty years, Francesco Lombardo has been a family business advisor and facilitator who has worked with some of the world’s most successful and affluent families to foster a culture of Safe Space™, in addition to mentoring and developing the NextGen.
Through his extensive work with these families and his Family Enterprise Advisor (FEA) designation, Lombardo has identified a universal connection between people’s relationship with money (Money Motto™) and the impact this has on their relationships, family, business, and legacy.