Our annual Private Wealth Adviser Forum comes to Auckland bringing the city's leading advisers to families of significant wealth together for a half-day of practical learning, peer exchange, and discussion on the future of family office advice.
As generational wealth transfer accelerates, advisers are expected to deliver more than technical expertise. Families now expect guidance through family dynamics that cross generations, geographies, and governance structures — and PWN is where advisers come to build that capability.
This Forum is designed to meet that shift — strengthening skills, sharpening commercial practice, and building a trusted community of leading advisers.
The Program Includes:
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Keynote Sessions — the evolving role of the adviser, navigating family conflict, and building credibility and value in an AI-enabled market
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Peer Exchange — dedicated time with a peer community committed to excellence in private wealth advice
Expand Upon Your Technical Expertise
Connect with a Trusted Community of Peers
Learn from Australia's Leading Advisers
What Advisers Gain:
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Direct insights from PWN Members and their trusted advisers on how to better serve families of significant wealth
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PWN's frameworks for navigating complex family dynamics, conflict resolution and engaging the Younger Generation
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Sharpened expertise in emerging practices of governance, succession planning and stewardship
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Refined commercial skills — pricing, pitching, client engagement, and retention
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A trusted community of peers who serve families and individuals of significant wealth, and a multi-disciplinary group who can support you and your team
Who Should Participate:
Suitable participants include any professionals working closely with individuals and families of significant wealth; Lawyers, Accountants, Wealth Managers, Financial Planners, Technology Consultants, Family Office Executives and Advisers, Family Business Advisers, Estate Planning Specialists, Trustees, Insurance and Risk Advisers, Psychologists and Family Coaches working with family enterprises.
Join Us
- PWN Members: PWN Members can confirm their participation via the ‘Member Registration’ button above, or by emailing [email protected].
- Non-Members: Guests who wish to attend are invited to apply below. Please note that guest participation is limited and subject to approval.