HWP is pleased to welcome Kaajal Prasad, Clive Bird and Briana Kotzapavlidis.

The trio will be discussing the topic of “Succession of ownership and the next generation (structuring and governance)”.

The Webinar will be held on Thursday 18th of March at 4.00pm to register please click here.

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.  

Contact Briana Kotzapavlidis by email on briana@hargreavesfl.com.au or call 03 9957 4200

Hamilton Wealth Partners are pleased to host Beeneet Kothari, the CEO of Tekne Capital all the way from New York.

The webinar will be held at 9am on Wednesday the 17th of March, to register please click here.

Beeneet Kothari

Prior to founding Tekne, Beeneet Kothari was a Managing Director and Portfolio Manager at PointState Capital, a multi-billion dollar global macro investment firm. Before joining PointState at launch in January 2011, Mr. Kothari was a Managing Director and Portfolio Manager at Duquesne Capital Management, a thirty-year old investment firm founded by Stanley F. Druckenmiller. At Duquesne, Mr. Kothari managed a global technology, media and telecom portfolio and helped manage the fund’s overall technology exposure. He joined Duquesne as an analyst in September 2005 and became Managing Director four years later in 2009. Prior to joining Duquesne, Mr. Kothari worked at Morgan Stanley as an investment banking analyst after graduating from the University of Pennsylvania in 2004. He graduated from the University of Pennsylvania’s joint-degree program in Management and Technology with dual degrees from Wharton and Engineering, and also earned a Master’s in Biotechnology, in four years. He graduated with honors including the prestigious Dean’s Award for excellence from Wharton, awarded to the top student in each graduating class. Mr. Kothari lives in New York City with his wife and two children.