Robert De Gregorio

Executive summary

Robert is a Director in the Business Services division at BDO in Melbourne. He has a strong focus on the family business enterprise sector and works closely with clients operating in the commercial property, manufacturing and hospitality industries.

Rob delivers tailored advice on asset structuring, capital planning, succession planning, family governance, intergenerational transition, business structuring and long-term strategic growth.

He regularly participates in monthly board and advisory meetings, acting as a trusted advisor to business owners and family groups.

Rob is recognised for his relationship-driven approach, strategic mindset and ability to navigate complex family and commercial dynamics with clarity and empathy.

Expertise

• Tax compliance and advisory
• Strategic business and succession advisory for family-owned enterprises and multi-generational businesses
• Commercial and structural advisory for clients within the property sector
• Board and advisory committee engagement for privately held and family-owned groups
• Business structuring, growth planning and intergenerational wealth transfer for SMEs and family offices
• Cross-divisional collaboration on complex matters involving taxation, audit, research and development and corporate finance
• Client relationship management and leadership of integrated advisory services for high-growth private businesses

Experience

Family business advisory and governance

• Multi-generational family group: strategic advisory across succession planning, family governance frameworks and ongoing advisory board participation
• Private family office: structuring and facilitating intergenerational wealth transfer and conflict resolution mechanisms
• Ongoing involvement in monthly board meetings to support decision-making and strategic alignment

Property sector advisory

• Commercial property investment group: advisory on business structuring, asset protection and capital planning
• Property development and management SMEs: tax planning and growth strategy implementation across multiple entities

Complex transactions and structuring

• Privately held business group: advisory on demerger, share issuance and group restructuring to support future scalability
• Family-owned corporate group: business combination strategy and commercial guidance during a partial equity exit
• Collaborative engagement with internal corporate finance, tax and legal specialists to deliver integrated outcomes

Management and board reporting

• Development and implementation of tailored monthly board reporting packs, aligning financial and non-financial KPIs to support strategic decision-making for family groups and SMEs
• Ongoing participation in advisory board meetings, presenting financial insights and commercial recommendations to support governance, profitability and long-term business planning

Qualifications and affiliations

• Bachelor of Business (Accounting)
• Member, CA ANZ
• Family Enterprise Education Program