Date: Thursday 7 August 2025
Time: 9:15 am arrival for 9:30 am start until 12.00 pm
Peer Group Chair: Stuart Wesley
Topic: Family Office - Reflections from the Inside: Wins, Wounds, and Wisdom
In this session, we will look at the realities of running and being part of a family office. Moving beyond theory and structure, we invite you to share candid reflections, highlighting the wins that brought momentum, the wounds that left lasting lessons, and the wisdom gained through lived experience.
Through open, honest storytelling, we’ll explore what really works, where things can go wrong, and how we can build clarity, resilience, and trust as we manage wealth across generations. This is a space for shared learning, meaningful insight, and real conversations about the human side of family enterprise.
WA Family Wealth Peer Group
Share and explore how members engage the younger generation, communicate within the family, manage investments & philanthropy, family strategy and more, as well as the occasional book club-style meeting.
This is a Chapter-based Peer Group currently hosted in Perth.
PWN Peer Groups are powerful discussion-based communities that give you the opportunity to build your network and develop your knowledge of investing, family strategy and philanthropy:
- Build strong connections with peers (up to 18 per group)
- Learn through deep-dive discussions with your peers
- Engage safely - PWN has a “Four Walls Policy”
- Available only to fee-paying PWN members
