2025 Lineage Summit
Business Families and Family Offices

Australia’s only Business Family and Family Office Summit – growing and strengthening a community of likeminded Business Families and Family Offices.

Over two engaging days, Lineage will showcase global thought leaders, industry experts, and successful business families and family offices as we explore Foundations for Tomorrow: Embracing fear, building resilience and driving progression.

Our 2025 Summit will cover Business, Family, Investments, and Personal health and well-being, networking, peer to peer learning and gaining powerful insights from our extensive network.

  • Two-day Summit - Tuesday 25 March and Wednesday 26 March 2025

  • Pre-dinner session - Uncover the mystery of Argyle Pink Diamonds during an exclusive cocktail session

  • Summit Dinner 4-course degustation – Tuesday 25 March 2025 - 7.00pm at Scott Pickett’s Audrey’s Restaurant, The Continental, Sorrento

  • Access to all educational and action oriented sessions

Investment:
$2,450.00 excluding GST

 

  • Andrew Liveris AO

    Global Business Leader, President of the Board for the Brisbane 2032 Olympic and Paralympic Games Organising Committee

  • Emma McKeon AM

    2024 Young Australian of the Year and Australia’s most decorated Olympian

  • Kiril Sokoloff

    Wall Street Strategist and Founder of 13D Research & Strategy

  • Chelsea Pottenger

    Productivity, Mindfulness, and Well-being Expert

What people are saying…

My wife Kym and I had the pleasure and privilege to attend both the inaugural 2023 and the 2024 Lineage Business Family Summits... WOW!  Brilliant location, food, and wine, paired by tremendous learnings and networking opportunities...a must attend event.  Thanks Dom, Andrew, Michelle and team for involving us.

Matthew Haymes, Strategy and Sales Director
Haymes Paint

“I really enjoyed the 2023 Summit – Thought leaders, founders and intergenerational business family members willing to share their thoughts on all things strategy & structure related. Dinner was first class; And networking - made a lot of contacts.”

Shane Quinn, Executive Chair
Quinn Johansson Family Office

Accommodation

The InterContinental Sorrento Mornington Peninsula is offering all delegates special discounted rates for overnight accommodation on Tuesday 25 March 2025.

 

King Cosy Heritage Wing Room
$365.00 per night (incl GST)

King Classic Riley Lane Wing Room
$415.00 per night (incl GST)

Premium Room
$485.00 per night (incl GST)

Program Overview

Tuesday 25 March 2025 - DAY 1

Arrival - Tea & coffee

9:30am - 10:00am

10:00am

Summit Welcome

10:20am - 10:50am

Opening Keynote: A global perspective

Geopolitical and macroeconomic insights from 13D’s founder - global investment strategist, thought leader, and visionary Kiril Sokoloff.

Kiril Sokoloff, Wall Street Strategist and Founder of 13D Research & Strategy

10:50am-12:00pm

Investments - Family Office and Family Business Panel

This session will provide insights into investment strategies from both a family office and an operating family business perspective, focusing on macro views, long-term strategies, and balancing reactive and proactive approaches. The session will also highlight how family businesses can align investment decisions with their long-term vision and core values to achieve sustainable growth.

Panel:

Mark Kirkby, Commercial Director & GM of Investments, PGA Management
Peter Levinge, Chief Executive Officer, Dennis Family Corporation

12:00pm - 1.30pm

Lunch

1:30pm - 2:45pm

Keynote: Overcoming Fear – Embracing Change

Chelsea will explore the essential connection between mental health, productivity, and well-being. She will address how overcoming fear and embracing change can unlock personal and professional growth, underscoring the importance of self-care and effective communication. The theme of her talk, "If you don’t change, you will be changed," serves as a powerful reminder of the need for proactive evolution.

Through a dynamic mix of theory and interactive exercises, Chelsea will offer practical tools and strategies for maintaining well-being. These resources will empower attendees to continue their wellness journey, fostering improved mental health, resilience, and productivity long after the session concludes.

Chelsea Pottenger - Productivity, Mindfulness, and Well-being Expert

2:45pm - 3:45pm

Workshop: Turning fear into opportunity

During a facilitated, interactive session, we’ll explore what role fear plays in all of our behaviours, in ourselves, our families and in business.

So often seen as negative, this session will explore how fear can be used as a powerful catalyst to drive successful outcomes and include strategies to drive preparedness, increased motivation and strategic innovation.

Afternoon Tea

3:45pm - 4:00pm

4:00pm - 5:15pm

Rising Gen - Legacy vs innovation

This session will explore the importance of legacy in family businesses and compare the paths of entrepreneurship versus maintaining a family business legacy. We’ll discuss strategies to balance tradition with innovation for future success.

David Valmorbida, Executive Chair, Corval Group

5:15pm - 5:30pm

Day 1 reflection & Close

6:15pm

Uncover the mystery of the stolen Argyle Pink Diamonds - Pre-dinner session

Enjoy a signature pink gin cocktail as we embark on a journey into the mysterious world of Australia’s biggest diamond heist.

Rohan Milne, Master Craftsman and Founder, Rohan Jewellers

7:00pm

Summit Dinner - 4 course degustation at Scott Pickett's Audrey's Restaurant

 

Program Outline

Wednesday 26 March 2025 - DAY 2

8:40am - 9:00am

Arrival Morning Tea

9:00am - 9:45am

Australian Macroeconomic outlook

Dean Pearson leads a team of analysts at NAB responsible for providing unique insights into consumer and business behaviour by intersecting economics, psychology and advanced data analytics.

As a behavioural economist and commentator with over 30 years’ experience, Dean has worked to debunk the view that humans are rational, clear-thinking beings. Instead, we behave and make choices that are often illogical and based on emotion.  And, if we are to truly understand the economy, it is important that we know the underlying emotional state and motives of the people who work and live within it.

In this session Dean will provide an update on the outlook for the Australian economy as well as explore the impacts of prolonged economic uncertainties on consumer and business behaviours.

Dean Pearson, Head of Behavioural Economics, NAB

9:45am - 10:45am

Leveraging Private Markets – Options for growth

Our expert panel will feature market insights from Quadrant Private Equity’s Alex Eady and Tyson Smith, together with practical experience from founder CEO Craig Phillips of Superior Food Services.  Craig will share his experience and learnings having navigated the transformative process of leveraging private equity for growth, expansion and ultimately sale.

Hosted by Andrew Fawcett, Equion Capital

Alex Eady, Quadrant Private Equity

Craig Phillips, CEO, Superior Food Services

10:45am - 11:15am

Morning Tea

11:15am - 12:00pm

Resilience, strategic foresight, and innovative leadership with Andrew Liveris AO

A conversation with Andrew N. Liveris AO, recognised global business leader, philanthropist and author. Andrew served as Chairman and CEO of The Dow Chemical Company and Executive Chairman of DowDuPont, accumulating 42 years of experience at Dow. His tenure as CEO was the longest for a non-family member, during which he held various roles across manufacturing, engineering, sales, marketing, and management.

Andrew has advised three U.S. presidents and served in various capacities such as co-chair of President Barack Obama’s Advanced Manufacturing Partnership Steering Committee, a member of the U.S. President’s Export Council, and an active participant in the Department of Labor’s Task Force on Apprenticeship Expansion.

Currently, Andrew holds several prominent positions including President of the Board for the Brisbane 2032 Olympic and Paralympic Games Organising Committee, Director of Lucid Motors, IBM, Saudi Aramco, and Worley.

Andrew N. Liveris AO,  Global Business leader

12:00pm - 1:15pm

Keynote: Unleashing Peak Performance - Insights from Australia’s most Decorated Olympian

Join us for an inspiring keynote Q&A session with Emma McKeon AM, Australia's most decorated Olympian and 2024 Young Australian of the Year.

Emma's journey to securing six gold medals at the Tokyo Olympics is not just a testament to athletic excellence but also to the resilience, dedication, and strategic thinking that parallels the challenges faced by business family leaders.

In this engaging session, Emma will share invaluable insights into her training regimen, mental fortitude, and the importance of maintaining balance and enjoyment even under immense pressure. Business family owners and leaders will find her experiences particularly relevant, as she delves into overcoming setbacks, driving peak performance, and sustaining long-term success.

Emma McKeon AM, 6x Olympic Gold Medallist and the most successful Australian Olympian of all time

1:30pm

Lunch

 

2:45pm - 3:00pm

Summit wrap up and Close