Session Details:
Date: Thursday 7 August 2025
Time: 5:30 pm until 7.00 pm (AEST)
Topic: Understanding the Family Business Lifecycle: What Every Next Gen Should Know
From trusts and company structures to ownership models and the key advisors every family business needs—this session will unpack the essentials of how family enterprises are built, governed, and transitioned.
Designed for younger-generation family members, this conversation will demystify the legal and structural frameworks that support family businesses at every stage of their lifecycle. Whether you're already involved or preparing to step in, you’ll gain practical insight into how decisions are made, who guides them, and what it all means for your role now and in the future.
When
Thursday 7 August 2025
5:25 pm arrival for 5:30 pm start (Eastern Australia Standard Time - Sydney) until 7.00 pm.
PWN Guest Chair: Sam Wylie
Dr Sam Wylie is an academic and consultant to family offices and wealthy families. He is a Principal Fellow of the Melbourne Business School, and the founder of Windlestone Education.
Dr Wylie’s research and consulting is focused on investment strategy and wealth management. Sam is the 12 times winner of the student voted best teacher award at the Melbourne Business School.
Dr Wylie works with wealthy families and family offices to improve their investment strategy and governance
This is an online session, please join the meeting via this Zoom link after registering:
https://us02web.zoom.us/j/88382987571
Meeting ID: 883 8298 7571
Young Gen Peer Group
For younger family members to meet each other and share their own challenges as they relate to growing up with wealth, working with and outside of the family. As well as their own plans and visions for the future.
This is held online for family members under 35 across the PWN chapters.
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
- Learn through deep-dive discussions with your peers
- Engage safely - PWN has a “Four Walls Policy”
- Available only to fee-paying PWN members
