A Collaborative Forum of leading professional service providers and practitioners who work in the Family Office sector.

Membership of this Forum will be by invitation only and will be restricted to professionals with a commitment to excellence and a proven track record in supply of quality services in the Family Office sector.

Target group size: 10 – 15 members
Initially convened on a national basis

$495 Joining Fee + EITHER $1,795 per annum OR $180 per month.

See here for further information:

https://www.bbg.business/join/australia

The Group will meet on a monthly basis, as follows:

• Every second month at a 1.5-hour public zoom forum attended by members and invited guests
• Agenda will include a guest speaker (with content that is interesting and useful to members and guests), a think tank and a key learnings review.
• Forum will be promoted by all members to their existing clients, colleagues and referral partners (as appropriate)
• The objective is to have a minimum of 5 guests at each Public Forum
• Providing members with the opportunity to meet and interact with guests (prospective clients) in a non-threatening environment.
• Every second month at a 1.5 hour “members only” forum
• Forum will include KLT Hot Seat presentations by one or two members, problem-solving and collaboration sessions and a key learnings implementation review flowing from the prior month’s public forum

Members are expected to derive a number of benefits as follows:

1. Business process improvement
2. Generation of warm introductions and referrals based on KLT
3. Creation of a “virtual firm” of expert professionals (allowing members to “dance on a bigger stage”)
4. Problem solving (virtual advisory board)
5. Creation of and participation in a new centre of influence in the Family Office sector
6. A refined lead nurturing process (cultivate your prospects by inviting them to a forum rather than nagging them to buy).