Family Principals and Next Generation Leaders
For all the key decision makers and future leaders involved in your investment strategy.
Family WealthProgram
Knowledge, empowerment andinvestment strategy to buildyour family’s wealth
Module 1: 13–14 March 2027 · $5,000 per person
Most wealthy families
don’t have a proper
Investment Strategy
To preserve and grow wealth, every family needs a well-designed, consistent investment strategy. A strategy in which all the key pieces fit together:
- What to invest in: Shares, property, bonds, VC, PE, and more.
- Where to hold assets: Super, family trust, corporation, other. Plus your tax strategy.
- How much risk to take and how to manage it.
- How to implement your strategy: Adviser relationships and investment products.
A strategy that matches the family’s goals and situation.
Could you say what your family’s investment strategy is?
This program is the solution to the family strategy problem
Our Family Wealth Program is focused on helping families to get their investment strategy right.
- Understand best practice investment strategy for UHNW families and family offices. Assess the quality of your current strategy.
- Remake your investment strategy to incorporate the new realities of tax changes, technological progress and investment opportunities.
- Make your strategy for the first time. Many wealthy families have never been through a complete process of creating the strategy that matches their goals and situation.
Empowerment
Use the power of relevant, practical, expert education to empower your family in its investing. The empowerment of knowing what all the parts of investing are, taking control of your relationships with advisers and seeing clearly how to move forward.
Outcomes
Reach your long-term goals sooner. With the confidence of a best practice strategy.
Family journey
Go on the strategy journey together. Close the gap between members of your family in how much individual family members know about investing. Elevate the level of family discussion of investing.
As Australia enters its largest intergenerational wealth transfer in history, the Family Wealth Program at MBS will equip family principals and next-generation leaders with the knowledge, frameworks and processes to develop strategy, manage risk and steward family capital for the long term.”
Four critical changes make this the right time to act
Tax rules are changing
Once in a generation changes to tax rules and laws are being effected. These changes are so large that families need to remake not only their structuring & tax strategy, but their whole investment strategy.
Australia’s wealth transfer is accelerating
Capital, control and responsibility are moving between generations—sometimes without adequate or optimal planning.
Technology is changing the game
AI and next-generation analytical tools are reshaping how families monitor risk, assess opportunities and work with advisers.
Complexity is compounding
More markets, advisers, products and entities create more points of failure. A comprehensive, coherent investment strategy that is well understood by the family is now more essential than ever.
Expert, objective, independent and highly relevant knowledge
- #1 University in AustraliaTimes Higher Education, 2026
- #1 MBA in AustraliaQS Global MBA Rankings, 2026
- #1 Executive MBA in AustraliaQS Executive MBA Rankings, 2026
- #1 Masters of Business Analytics in AustraliaQS Business Masters Rankings, 2026
For families building enduring wealth across generations
The Family Wealth Program is for the key investment decision-makers in UHNW families and family offices.
Attend together: To continue the conversation after the program, and bring about permanent improvement to your investment strategy, it is very helpful if all the key decision-makers attend together.
Raise the level: A higher level of understanding, across the key beneficiaries of the family’s wealth, is conducive to long term family unity and harmony.
Your Family Office Professionals and Key Advisers
Non-family members are welcome if they attend with the family. This includes family office leaders, family council or investment committee members.
“Sam has a remarkable gift for simplifying complex finance concepts.”
6 modules for your whole investment strategy
Across 6 integrated modules, every aspect of investment strategy is unpacked.
- Each 2-day module is self-contained with its own outcomes.
- Online Q&A sessions between modules.
- Your strategy development process runs through all 6 modules.
- Enrol in the modules individually and take them at your own pace.
- Payment is on a per-module basis. Billing when the module commences.
Modules on Philanthropy and Family Dynamics will soon be added to the program.
- Module 1
Structuring, Tax & Estate Planning
- Module 2
AI for Family Offices
- Module 3
Investing in Shares
- Module 4
Property Investment
- Module 5
Alternative Assets
- Module 6
Risk & Defensive Assets
Reserve your place on Module 1
13–14 March 2027 • MBS Carlton Campus • $5,000 per person
Structuring, Tax & Estate Planning
13–14 March 2027
Your strategy journey begins with: Understanding the structures that your investments are held in, your long-term tax plan, and how to hand over to the next generation.
Case studies
The module is organized as 4 case studies of different families and their structuring and tax problems.
All the important facts, rules, strategies, common mistakes and accumulated experience of experts comes out in the discussion of problems faced by the 4 different families.
Case 1Jack & Tash
Sold their earthmoving business 3 years ago. Now they need to adjust their investment strategy to match the recent tax changes.
Case 2Jacqui & Rob
Grew the business Jacqui’s father founded. Jacqui and her brothers are now planning to sell the business and move to wealth stewardship.
Case 3Ken & Liz
Will hand over complete control of the family wealth to Gen 2 over the next 5 years. They want the family to stay together and have some wishes for the future.
Case 4Mel & Jasper
Mel is Gen 2 in a family with a multi-family office. Is it best for Mel and her siblings to stay together in their investing or go their separate ways?
Highly practical
and
not technical
is our style
The material is thorough and comprehensive, but highly practical and delivered within the case studies of real-world families.
We are a business school - focused on outcomes.
- Case studies start from the beginning and do not assume prior knowledge of structures or tax rules.
- Primer videos on trusts, taxes and more are available for participants who want to spend some time on preparation. But that really is not necessary.
- Start from the beginning and then move forward at a good pace to get to a thorough understanding.
Structures
- Family trusts
- What are they for?
- Roles in the trust
- 80-year life
- Family Trust Elections
- Testamentary trusts, Unit trusts
- How they are used
- Investment companies
- Corporate beneficiaries
- Division 7A loans
- Base rate companies
- Superannuation
- SMSFs
- Contribution limits
- Borrowing to invest
- Property in SMSFs
- Investment bonds
- Is there a role for investment bonds?
Tax rules
- Income tax
- Personal
- Corporate
- Super
- Capital gains tax
- Personal
- Super
- Property & tax
- Land tax
- Negative gearing
- Depreciation
- Shares & tax
- Dividend imputation
- Franking credits trapped in bucket companies
- Negative gearing of shares
Adjusting to the budget tax changes
- Delaying realization of capital gains
- Turning income into capital gains
Which assets in which structures?
- Where to put income assets: Aussie shares, CRE, bonds, cash
- Where to put growth assets:
Overseas investments
- Residency rules
- International structures
- Cayman structures
- Delaware LLCs/LPs
- SICAVs
- UCITS funds
Selling a business
- Important considerations in liquidity events
- Taxation of business sales
Estate planning
- Wills and statement of wishes
- Funding testamentary trusts
- Power of attorney
- Passing control to Gen2
- Multi-family office or divide the money?
Family dynamics
- Loans and gifts to family members
- Family court considerations
Two focused days of learning, discussion & practical application
Accommodation options available for interstate participants.
Saturday13 March
- 8:30 amWelcome & coffee
- 9:00 amIntroduction to Investment Strategy
- 10:30 amMorning tea
- 10:50 amCase study 1: Jack & Tash: Adjusting to the tax changes
- 12:20 pmLunch
- 1:40 pmCase study 1: Jack & Tash continued
- 3:10 pmAfternoon tea
- 3:30 pmCase study 2: Jacqui & Rob are selling the family business
- 5:00 pmDay 1 sessions conclude
- 6:00 pmPre-dinner Drinks
- 6:30 pmModule Dinner
- 8:30 pmEvening concludes
Sunday14 March
- 8:00 amBreakfast & coffee
- 9:00 amCase study 3: Ken & Liz are handing over control
- 10:30 amMorning tea
- 10:50 amCase study 3: Ken & Liz continued
- 12:20 pmLunch
- 1:40 pmCase study 4: Mel & Jasper are considering a split from their multi-family office
- 3:10 pmCoffee
- 3:30 pmYour plan of action and consolidating ideas
- 4:30 pmClose
Expert faculty
The experienced and expert MBS faculty design and deliver the material. MBS faculty are both subject experts and deeply involved with real businesses and real families.
We create frameworks that are readily understood and bring about real change.
Sector experts
Sector experts of the highest quality bring their knowledge and experience to the preparation and delivery of the course materials, especially the case studies.
Reserve your place on Module 1
13-14 March 2027 • MBS Carlton Campus •
$5,000 per person
Dr Sam Wylie
Program director MBS
Family Wealth Program
The creator of the Family Wealth Program. Sam has taught investment strategy courses at leading business schools in Australia, the US and the UK. He works with multiple wealthy Australian families on their investment strategy. His PhD is from the University of London.
Christine Fleer
Arnold Bloch Leibler
Partner
Christine advises high-net-worth individuals, entrepreneurs and family offices on strategic issues, succession planning and the structuring and governance of substantial family wealth. Christine is widely recognized as one of Australia’s leading private wealth lawyers.
Bruce Ellis
PwC Private
Former Partner
Nearly four decades of experience, Bruce has found that every family is different—yet the challenges remain consistent: growing the business, building and protecting family wealth, then transferring it safely to the next generation.
AI for family offices
The AI-first family office:
- Reporting:
Consolidate your many lengthy, unreadable reports from multiple advisers into a single, short, useful report and daily dashboard. - Strategy:
Use AI to analyse opportunities, test assumptions and support better decisions. - Forecasting:
Model scenarios, identify emerging risks and anticipate what comes next.
Reserve your place on Module 2
1–2 May 2027 • MBS Campus •
$5,000 per person
Prof Ujwal Kayande
Director, Institute for
Digital Innovation & AI
Brings deep expertise in AI, data-driven decision making and digital strategy. Ujwal leads the sessions on how AI can reshape investment monitoring and portfolio analysis for family offices.
PhD University of Alberta.
Prof Yalçın Akçay
Program Director
Generative AI for Business
Yalçın specialises in revenue management, dynamic pricing and operational decision-making, with expertise in optimising complex service and business systems.
PhD Penn State University.
Dr Sam Wylie
Program director MBS
Family Wealth Program
The creator of the Family Wealth Program. Sam has taught investment strategy courses at leading business schools in Australia, the US and the UK. He works with multiple wealthy Australian families on their investment strategy. His PhD is from the University of London.
Networking & Alumni
At MBS, learning isn’t just something you receive – it’s something you create. Learn from leading academics and practitioners, engage with your family’s real challenges and exchange perspectives with your cohort, who will become part of your alumni group. The experience combines expertise, community, and practical application, creating learning that extends well beyond the classroom.
Accommodation
Choose either to stay at MBS in one of the many rooms available for senior executives attending weekend intensives at the business school; or stay close to campus, with a wide choice of hotels and serviced apartments across Carlton and the CBD.
Catering & Facilities
Enjoy quality catering throughout the two days and learn in MBS’s purpose-built teaching, discussion and collaboration spaces. We have outstanding facilities.
