Designed for lawyers, wealth advisers and accountants, the New Zealand Adviser Forum is a full-day event offering a valuable opportunity to connect with peers and clients while engaging with some of the most pressing topics in the advisory space. The forum will feature direct insights from family offices on what they seek in adviser relationships, explore practical strategies for navigating intergenerational complexity, and highlight current thinking around best practices in wealth stewardship.

Attendees can expect engaging keynotes and thought-provoking panel discussions featuring leading New Zealand advisers, family businesses and family offices. Topics will span investment structures, the evolving role and value of advice, family dynamics, the use of technology, and the interplay between advisers and family offices.

This is a unique opportunity to deepen your understanding of the shifting advisory landscape and gain insights that will inform your approach to client relationships and long-term wealth planning.

Why Attend?

Participants at the PWN Adviser Forum include both the highest regarded and up-and-coming advisers to families of significant wealth in the region. They are uniquely placed to guide their clients on issues related to wealth management, structuring, accounting and Intergenerational planning. Building relationships with this key group is a great channel to market.

  • Hear directly from clients of significant wealth and family offices about what they want from their adviser
  • Network with a group of peers who serve families and wealthy individuals
  • Connect with a multi-disciplinary group of peers who can support you and your team
  • Hear the latest best practices in the family office and private wealth advice.
Tickets
  • PWN Members - Ticket is complimentary
  • Non-Member Earlybird Ticket - NZD 750 
  • Tables of 6 - NZD 3,500

Price will increase after Tuesday 30 September. Non-members may purchase their ticket at the bottom of this page.

 

Designed for lawyers, wealth advisers and accountants, the New Zealand Adviser Forum is a full-day event offering a valuable opportunity to connect with peers and clients while engaging with some of the most pressing topics in the advisory space. The forum will feature direct insights from family offices on what they seek in adviser relationships, explore practical strategies for navigating intergenerational complexity, and highlight current thinking around best practices in wealth stewardship.

Participants can expect engaging keynotes and thought-provoking panel discussions featuring leading New Zealand advisers, family businesses and family offices. Topics will span investment structures, the evolving role and value of advice, family dynamics, the use of technology, and the interplay between advisers and family offices.

This is a unique opportunity to deepen your understanding of the shifting advisory landscape and gain insights that will inform your approach to client relationships and long-term wealth planning.

Why Attend?

Participants at the PWN New Zealand Adviser Forum include both leading and emerging advisers to families of significant wealth across the region. They are uniquely positioned to guide clients on wealth management, structuring, accounting, and intergenerational planning. Building relationships with this group offers a valuable channel to market.

  • Hear directly from families of significant wealth and family offices about what they expect from their advisers.

  • Network with peers who serve families and individuals of significant wealth.

  • Connect with a multi-disciplinary community that can support you and your team.

  • Gain insights into the latest best practices in family office and private wealth advice.

Who Should Attend?

  • Lawyers

  • Accountants

  • Wealth Managers

  • Family Office and Family Business Advisers

Purchase Your Ticket