Our Mission
About
Robert was a senior partner in two of Australia's leading professional services organisations for 27 years until his retirement from public practice in 2022 to create FAMILY BOARDS. Robert is a Specialist Accredited Adviser of Family Business Australia, the peak body representing family businesses in Australia. He holds certificates in Family Business and Family Wealth Advising from the Family Firm Institute, is a Fellow of Chartered Accountants Australia and New Zealand and a Graduate Member of the Australian Institute of Company Directors. He holds a Bachelor of Economics degree from the University of Sydney, was a foundation member of the Federal Government’s Small Business Advisory Committee in 2008, and has previously been invited to participate in various Government think tanks including the ATO/Tax Practitioner Forum SME Working Group, and the Expert Panel to the Board of Taxation.
Services
In The News
The role of family business in economic recovery
Helping family business clients spot the potholes
Australia, we need to do better for Family Business
Testimonials
Robert negotiated quite a number of sensitive family issues over the years…with expertise, professionalism and empathy for the feelings of individual family members
Robert facilitated interviews with the key members of our family in both first and second generation. We met together as a family as well as had one on one sessions with Robert. …Succession takes many conversations, some easy and some are hard and with Robert’s plan we were always able to stay on track. I highly recommend you take advantage of Robert’s years of experience, you will be more prepared as a result.
Our Board is predominantly family members and it is refreshing to have an outside person’s experiences and professional views applied to our business… I would have no problem in recommending Robert to other family businesses such as ours.
Robert has been a constant source of knowledge, be it in governance, tax issues or ownership responsibilities.
His wealth of experience, broad awareness and problem-solving skills have resulted in a relationship that is built on explicit confidence and trust. Moreover, his enthusiasm, genuine interest and discretion has resulted in a liaison that we value at a deeper, personal level. In that sense we have come to regard Robert as an integral member of our family business. Easily accessible and at all times respectful, he is focused on the issues at hand, gives straight feedback, provides roadmaps for a way forward and guides you to successful outcomes. His calm demeanour, positive attitude and ability to work across generations is a priceless asset in any family business.
As members of a family business, we tend to fall into the habit of doing things the same way for a long time because that’s the way we have always done things. By having Robert advise the Kerfoot business he has helped change way we conduct our monthly board meetings taking them from an “operational” style type meeting to a board meeting with set agendas and a focus on corporate and governance, as well as offering clear guidance on the directors’ roles and responsibilities.
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Testimonials
Robert negotiated quite a number of sensitive family issues over the years…with expertise, professionalism and empathy for the feelings of individual family members
Robert facilitated interviews with the key members of our family in both first and second generation. We met together as a family as well as had one on sessions with Robert. …Succession takes many conversations, some easy and some are hard and with Robert’s plan we were always able to stay on track. I highly recommend you take advantage of Robert’s years of experience, you will be more prepared as a result.
Our Board is predominantly family members and it is refreshing to have an outside person’s experiences and professional views applied to our business… I would have no problem in recommending Robert to other family businesses such as ours.