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Responding to the Tax Changes

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Melbourne Business School

Family WealthProgram

Knowledge, empowerment andinvestment strategy for buildingyour family wealth

Module 1: 21–22 November 2026

A multi-generational family together

The Challenge

Most wealthy families don’t have a proper Investment Strategy

To preserve and grow wealth, every family needs a well designed, consistent 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, and more) and your tax strategy
  • How much risk to take and how to manage it
  • How to implement the strategy (advisor relationships and investment products)

A strategy that matches the family’s goals and situation.

Could you say what your family’s investment strategy is?

Four disconnected investment strategy puzzle pieces

Our Solution

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 what is 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, technology changes 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.
Four connected pieces of a family investment strategy

Our Solution

  1. Empowerment

    Use relevant, practical and expert education to empower your family as investors. Understand every part of investing, take control of advisor relationships and see clearly how to move forward.

  2. Outcomes

    Reach your long-term goals sooner, with the confidence that comes from a best-practice investment strategy.

  3. Family journey

    Go on the strategy journey together. Close the knowledge gap between family members and elevate the quality of your family’s investment discussions.

A family team moving forward together under sail

The Program

Six modules for your whole investment strategy

Across six integrated modules, every aspect of your family’s investment strategy is unpacked.

  • Each 2-day module is self-contained with its own outcomes.
  • Your strategy development process runs through all six modules.
  • Enrol in modules individually and take them at your own pace.
  • Payment is on a per-module basis when each module commences.

Modules on Philanthropy and Family Dynamics will be added to the program in the future.

Enrol now
  1. Module 1

    Structuring & Tax

  2. Module 2

    AI for Family Wealth

  3. Module 3

    Share Market Investing

  4. Module 4

    Property Investment

  5. Module 5

    Alternative Assets

  6. Module 6

    Risk Management & Defensive Assets

Why now?

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 govern wealth, manage risk and steward family capital for the long term.
Prof. Jenny George
Prof. Jenny GeorgeDean, Melbourne Business School

Four critical changes make this the right time to act

  1. Tax settings are shifting

    Changes to tax and structuring rules can affect long-established arrangements. Families need the latest knowledge to assess implications early and make deliberate choices.

  2. Australia’s wealth transfer is accelerating

    Capital, control and responsibility are moving between generations—often before families have agreed on how decisions will be made.

  3. Technology is changing the advantage

    AI and next-generation analytical tools are reshaping how families monitor risk, assess opportunities and work with advisers.

  4. Complexity is compounding

    More entities, markets, advisers and family members create more points of failure. A shared framework is now essential.