Event Calendar

Join us for a special conversation with Dan Carter, where sporting legend meets philanthropic leadership. Together with UNICEF, we’ll explore Dan’s journey beyond the field — his work as a UNICEF ambassador, his recent experiences in Japan, and the vision behind the Dan Carter DC10 Fund, which channels his platform and influence into meaningful social impact.

The greatest risks to family harmony and successful wealth transfer often lie in the beliefs and behaviours of individual family members.

Investing well starts with clarity about your values, your risk appetite, and your approach. Join us for a rich and practical conversation designed to help you define (or refine) your investment philosophy and criteria.

On October 28th, we’ll be bringing together a wonderful group of women for an inspiring Women in Wealth Lunch, where we’ll dive into thoughtful conversations around Confidence, Connection and Influence in Wealth and Legacy.

Growing up in a family of wealth brings unique opportunities - and some challenges that are harder to talk about. Certain topics are discussed openly, while others can feel complex, emotional, or off-limits altogether. Yet being able to ask the right questions and have honest conversations is one of the most important factors in building trust and preparing for a meaningful transfer of wealth across generations.

A relaxed end-of-year gathering with a group of your peers—an opportunity to connect with members. Come to share stories, catch up, and strengthen the connections that make this group, so valuable.