Family Succession Planning| Rabobank AU
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The Journey of Succession

Working with your family in business and through the transition from one generation to the next can be challenging. We have a long history of working with rural families and our family business and succession planning specialists can help guide your family through the complex issues so you can reach a shared vision for your farm.

Every family farm is different so one solution does not fit all. Families which start their succession planning early, benefit from increased financial security for each generation, increased motivation for the next generation and greater family cooperation.

Our succession planning services offer a proactive approach to help your family business realise its potential and deal with change.

Succession Planning
Family Succession Planning

Family Succession Planning Meetings

Our independent facilitators run family meetings where everyone can have a say about their needs and goals.

It helps to keep discussions on track and makes it easier for people to ask the tough questions. Sometimes the first meeting is all that’s needed to agree on future plans, or your family may like to build on ideas with more meetings over time.

Foundations of Farm Succession Workshops

Foundations of Farm Succession Workshops

Our two-day tailored workshops, run by our succession experts in regions across Australia, will help you develop foundations for the family and business to work effectively together towards common goals.

Plan with us. Our Family Succession Team is here to help

Kim Lee

Rosemary Bartle

Head of Succession Planning

Phone: 08 8124 2339 | 0439 550 399

Rosemary has 25 years’ experience in working with farming families to achieve successful business, family and personal outcomes.

Prior to joining Rabobank, Rosemary worked with farming and pastoral families across Australia as a business management consultant.

Growing up on a grazing property and having worked with farming families in a professional capacity, she has a thorough understanding of family businesses and the elements necessary to ensure their success.

Rosemary holds a degree in Agricultural Science, a Diploma in Financial Services (Financial Planning), and a Certificate IV in Assessment and Workplace Training and Commercial Mediation qualifications.

Kim Lee

Kim Lee

Succession Knowledge Manager

Phone: 02 6363 5903 | 0427 696 278

Based in Orange, Kim has 15 years’ experience working with rural farming families to achieve their family business goals.

Through a genuine understanding of the inter-relationships between on-farm and off-farm family members, she has delivered successful outcomes for many families.

Prior to joining Rabobank, Kim lectured in business and management at the University of Sydney. She lives on a mixed farming business in the central west of NSW with her husband, son and his partner.

Kim holds degrees in Agricultural Science and Economics. She is also a graduate from the Australian Institute of Company Directors, Certificate IV in Workplace Training, and Assessment and has Commercial Mediation qualifications.