Will Hamilton hosted Kaajal Prasad, Clive Bird and Briana Kotzapavlidis in our latest Thought Leader Series webinar.
The trio discussed the topic of “Succession of ownership and the next generation (structuring and governance)”.
The Webinar was held on Wednesday 7th of April.
Kaajal Prasad – Director (Accredited Family Business Adviser) – KPMG
Kaajal has specialised in providing consulting services to multi-generational family-owned groups for over 12 years, with a particular focus on succession planning, governance, strategic planning, transition of leadership and intergenerational wealth transfer.
A core part of Kaajal’s focus when working with family groups is to establish the appropriate forums and structures to enable succession, transition and education, often adding discipline to the family group’s core set of passion, purpose, legacy and wealth.
Kaajal fills the role of independent adviser on many family boards, and also advises and chairs other family forums, such as family councils.
Kaajal also works with both active and passive family wealth and works with clients across a number of industries in Australia and overseas.
In addition to the work she does with her clients, Kaajal is also a member of KPMG’s Global Private Clients and Family Office leadership group and contributes to the development of KPMG’s frameworks and consultancy practices for family businesses and family offices.
Clive Bird – Tax Partner – KPMG
Clive is a Tax Partner in KPMG Enterprise with over 25 years’ experience in providing tax consulting and tax compliance services to midmarket and corporate clients. His experience is in income tax, capital gains tax, international tax, tax structuring and managing ATO audits across a broad range of industries.
Clive has extensive experience in working with Private Equity groups in relation to acquisitions, in providing tax services to acquired entities post transaction and in managing the tax affairs of private equity groups themselves.
Briana Kotzapavlidis – Partner – Hargreaves Family Lawyers
Briana Kotzapavlidis prides herself on being a diligent, intuitive and commercially minded family lawyer. She maintains a firm focus on achieving an early and agreed settlement for her clients, whenever possible. Briana seeks to empower her clients with the tools and information they need, to make informed decisions for their future and works with her clients to plan their best next steps. Whilst separation can come at a devastating personal cost, it also provides a unique opportunity for each of Briana’s clients to reassess and re-set their personal and financial goals.
Briana is sensitive to the need to balance her warm and empathetic approach, with providing clear, firm and direct advice to guide her clients in navigating a range of highly personal and individual challenges. She is well attuned to the needs of her clients and confidently supports each client in maintaining an objective, productive and child focussed approach in seeking to achieve an outcome that meets the best interests of their children.
Briana has practised family law exclusively for the past 15 years and she continues to call upon her breadth of legal experience from her early years in general practice, including commercial, litigation, property and estates. She has a special interest in child support and in 2007, received an Australia Day Medallion in recognition of her outstanding professional contribution and work in the child support field. Briana has represented the Attorney-General’s Department and the Deputy Commissioner of Taxation in complex family law cases. In her current practise, Briana acts in all aspects of family law matters, including complex property and financial cases and parenting matters, including those concerning international child abduction.
In 2018, Briana was named a finalist for the Special Counsel category at the Women in Law Awards and this year, Briana has been recognised as a Recommended Family Lawyer by the Doyles Guide.