Safe Space with Francesco Lombardo The Family Office and Managing Family Dynamics
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Dec 9, 2025 
In this discussion, Brad Scott, Founder and Managing Director of EWM Group, shares insights from his extensive experience in Australia’s multi-family office sector. He highlights the evolution of family offices over two decades and the crucial role they play in managing emotional dynamics, not just finances. Brad emphasizes the upcoming wealth transfer and the need for families to prepare through governance and communication. He also introduces tailored services for diverse clients, stressing the importance of understanding each generation's unique perspectives.
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How EWM Started With One Client
- Brad Scott began EWM Group after a founding client asked for independent help across investments, governance, philanthropy and next-gen prep.
- They launched as a multi-family office model because a single-family office was too costly and independence was essential.
Crisis Reveals True Advisor Value
- The GFC revealed who communicated and who vanished during crises, making independence and proactive engagement vital for advisors.
- Brad Scott says that independent, communicative advisors became far more valuable when markets turned down.
Make Education A Core Service
- Build education into your family office to prepare families and advisors for succession and emotional challenges.
- Brad Scott's Institute for Family Wealth runs programs for families and trains advisors to lift industry standards.