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 other PWN Members

  • Learn through deep-dive discussions with your peers

  • Confidential environment in line with PWN’s Four Walls Policy

  • Available only to fee-paying PWN Members

 

Types of Peer Groups on offer include:

Special Interest Groups are hosted online, with members from across Australia, New Zealand and elsewhere able to join.

Peer Group Experiences offer members the opportunity to explore specific topics outside of the boardroom setting, fostering deeper engagement and learning.

PWN Peer Group Usage

  • Peer Group members should plan to attend all Peer Group sessions each year
  • Please come prepared to share and learn
  • No pitching of investment products

 

Peer Groups

Peer Groups are at the heart of the PWN experience, offering confidential spaces for members to share and learn. Each group is built around specific interest area topics, providing members with tailored support and discussion opportunities. These include:

Investment: Engage with portfolio management, asset class opportunities, advanced strategies, and emerging trends. While also diving into risk mitigation, behavioural finance, the impact of technology and regulations on investing.

Family Wealth: Explore how to navigate legacy, wealth stewardship, family dynamics, succession and strategies for engaging the next generation.

Deal Flow Group (VIC Chapter): Identify, manage and optimise deal flow. Focusing on strategy, risk mitigation, negotiation, retrospective analysis and presenting live deal case studies.

 

Special Interest Groups

Our Special Interest Groups provide dedicated online spaces for members to connect, share insights, and dive deeper into topics that matter most to them. From property portfolios and impact investing to Family Office leadership, philanthropy, and next-gen engagement. These groups offer tailored discussions and learning opportunities to foster connection, collaboration and growth across the PWN network. These include:

Property Owners: Exchange insights on property portfolios, focusing on market trends, investment strategies, sustainability, innovation and exploring emerging opportunities.

Impact & ESG Investment: Explore the evolving landscape of impact investing. Focusing on sustainability, innovation, regeneration and integrating values into investment strategies.

Family Office Executives: For non-family member executives to navigate the challenges of leading a Family Office. From succession planning and talent acquisition to strategic investments and crisis management.

Legacy, Family & Giving: Explore philanthropy through strategies, family dynamics and innovative giving. Connecting wealth with purpose while amplifying impact and fostering next-generation engagement.

Young Generation Online Interest Group: This group is dedicated to engaging and empowering the younger generation of our members. It provides a supportive, online space for young individuals to connect, share experiences and explore topics such as leadership, innovation and family legacy. All tailored to their unique perspectives and aspirations.