Company: KPMG Australia
Address: KPMG Australia, Tower Two, Collins Square, 727 Collins Street
Suburb: Docklands, 3008
Specialties: Constitutions, Family Agreements, Strategic Planning, Succession Plans
Areas of expertise: Family meeting facilitation, preparation for succession, Tax
Daniel has worked in the Business Families sector for over 14 years, working in Australia, the UK and Canada. In addition to his current role as a Director with KPMG Australia, he is the Global Managing Director for KPMG Private Enterprise’s Global Centre of Excellence for Family Business.
He specialises in providing governance consulting services to enterprising families, family offices and high net wealth individuals who are managing change and complexity within their family and business systems. Providing clear frameworks and structures, he seeks to understand their objectives and definitions of success allowing families to co-create an effective plan for the future governance of their business and wider enterprise, including decision making, investment and communication frameworks.
He is Co-Chair of the STEP Business Families Special Interest Group Global Steering Committee and Faculty Member of the UHNW Institute. Daniel is an accredited Specialist Family Business Advisor with Family Business Australia, a full TEP member of STEP and an organisational member of the Family Firm Institute and Purposeful Planning Institute. He has also completed, with Distinction, both STEP Advanced Certificates in Advising the Family Business and Family Business Governance.
Having worked with families across Australia, Europe and North America, he has seen the field develop and the business families sector grow in prominence in both professional practice and academia. Leveraging this relationship between research and practical application is something of focus both via STEP and his relationship with the STEP Project Global Consortium (SPGC). Daniel has also contributed a variety of whitepapers and reports, presenting at global conferences, events and on several industry podcasts.