Academic Community Resources

Presentations from previous Academic Community Conferences

The latest in private wealth research: what it means for advisors, 2021

Resource Type: Conference
Date: 23/24 November 2021

• Resources and slides

The 4th International Conference on Private Capital and Intergenerational Wealth, 2018

Resource Type: Conference
Date: 22 November 2018

• Blueprint for success - Effectively planning for succession (PDF 1MB)
• Think Different! Imagining the Future (PDF 2MB)
• Responding to Elder Abuse - A Jurisdictional Perpective (PDF 375KB)
• Vulnerable Clients - the view from the UK (PDF 387KB)
• Tax Treatment of Digital Assets (PDF 335KB)
• Responding to Client Vulnerability (PDF 2MB)

The 3rd Intergenerational Conference on Private Capital and Intergenerational Wealth, 2017

Resource Type: Conference
Date: 9 November 2017
Theme: Building Wealth for Future Generations

• Family Business and Malta's Example of its Regulations (PDF 1.7MB)
• Family Trust Governance - An Often Overlooked Necessity (PDF 1MB)
• Family Trust Governance - An Often Overlooked Necessity Report (PDF 581KB)
• Redefining Trust for the 21st Century (PDF 933KB)
• Trust and Anti Money Laundering Regulation in Italy (PDF 298KB)
• Trust in Leadership (PDF 528KB)
• Vulnerable Investors (PDF 507KB)

The 2nd International Conference on Private Capital and Intergenerational Wealth, 2016

Resource Type: Conference
Date: 3 November 2016

• Current Practices in Australian Farm Succession Planning (PPTX 106KB)
• Family Business Consulting in Asia STEP AC 2016 (DOCX 116KB)
• Fiduciary Management of Digital Assets STEP AC 2016 (DOCX 35KB)
• Shifting Sands AC 2016 (DOCX 89KB)
• Supported Decision Making -STEP AC 2016 (PDF 665KB)

Inaugural presentation STEP Academic Community Meeting, 2015

Resource Type: Presentation
Date: November 2015
By: Professor Adam Steen
Summary: Measuring performance and value of non-traditional assets in enterprises:

The need for better measurement - the accountant's view

Download Link: Download file here (PPTX 925KB)

• The need for better measurement
• The accountants view
• HR view
• Intellectual capital
• Intangibles including digital assets