Day 2 @ 14:00

The Family Factor – Helping accountants guide multi-generational decision

Accountants play a critical role in guiding families through some of their most important decisions — succession, wealth transfer and long-term planning. Yet many strategies fail, not because of the numbers, but because the family system behind them is not fully understood. In this session, Kirsten Taylor-Martin explores how accountants can move beyond the technical to uncover the dynamics that influence decision-making. You will gain practical tools to ask better questions, navigate multi-generational complexity, and support families to achieve clarity, alignment and lasting outcomes.

• Why great technical advice alone is not enough for multi-generational families
• Understanding the “iceberg” — what sits beneath financial decisions
• The growing complexity of family systems across generations
• Asking the right questions to uncover what really matters
• Navigating client relationships and avoiding unintentional bias
• Bringing the next generation into the conversation

Kirsten Taylor-Martin, Family Business Adviser, Reves d'Avenir Pty Ltd (Dreams for the Future)

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Kirsten Taylor-Martin / The Family Factor – Helping accountants guide multi-generational decision

Kirsten Taylor-Martin, Family Business Adviser,
Reves d'Avenir Pty Ltd (Dreams for the Future)

Kirsten Taylor‑Martin is a family business and family office advisor who specialises in governance, succession and structuring for multi-generational families. With a strong background in taxation and accounting, she brings an integrated approach that aligns family values, business strategy and...

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