At the heart of the PWN membership experience, Peer Groups and Special Interest Groups provide the most consistent and impactful way for members to engage, learn, and grow. These small, highly curated groups offer trusted, confidential spaces where members come together regularly to share real-world experiences, explore challenges, and learn from one another. 

Each group is focused on a specific topic—such as investment strategy, family governance, or legacy planning—and is facilitated by an experienced Chair to ensure meaningful and balanced discussion. Over time, these groups foster deep relationships and powerful peer learning, creating a unique sense of community and support. For many members, this is where the true value of PWN comes to life. 

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

Our Peer Groups offer confidential spaces for members to connect, share insights and dive deeper into topics that matter most to them. Each group is built around specific interest area topics, providing members with tailored support and discussion opportunities. 

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

 

Special Interest Groups (Online)

Our Special Interest Groups (Online) provide dedicated online spaces for members to share, learn and connect with members from all chapters across Australia and New Zealand. From property portfolios and impact investing to Family Office leadership, philanthropy, and next-generation 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 Interest Group 

The Young Generation Interest Group is a dedicated initiative designed to engage and empower the rising generation within our member families. It provides a trusted, inclusive environment where young adults can connect, build relationships, share experiences, and grow together. The group brings together younger family members through a mix of in-person gatherings across Australia and New Zealand—often with a social focus—and regular online sessions that explore topics relevant to their unique journey. These include leadership, innovation, impact, identity, and navigating their role in the family enterprise and legacy. By fostering meaningful peer connections and creating a safe place for open dialogue, the Young Generation Group supports the development of confident, informed, and connected next-generation leaders within the PWN community.