PWN Private Wealth Adviser Forum

Our annual Private Wealth Adviser Forum brings each state’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:

Keynote Sessions — the evolving role of the adviser, navigating family conflict, and building credibility and value in an AI-enabled market
Peer Exchange — dedicated time with a peer community committed to excellence in private wealth advice

Connect with a Trusted Community of Peers

What Advisers Gain:

Direct insights from PWN Members and their trusted advisers on how to better serve families of significant wealth
PWN's frameworks for navigating complex family dynamics, conflict resolution and engaging the Younger Generation
Sharpened expertise in emerging practices of governance, succession planning and stewardship
Refined commercial skills — pricing, pitching, client engagement, and retention
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.