The PWN Private Wealth Adviser Forum returns to Sydney for its third year, bringing together leading advisers for two days of practical learning, peer exchange, and forward-looking discussion on the future of family office advice.
As the transfer of generational wealth accelerates, advisers are being called to deliver more than technical expertise. Families now expect empathy, communication, and guidance through complex dynamics that cross generations, geographies, and governance structures. This Forum is designed to help advisers meet that challenge, strengthening skills, sharpening commercial practice, and building trusted relationships.
The program includes:
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Keynote Sessions – Exploring the evolving role of advisers, navigating family conflict, and strategies to build credibility and value in an AI-enabled world.
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Peer Exchange – Dedicated time to connect with advisers, family office executives, and professionals committed to excellence in private wealth advice.
Why Attend?
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Enhance technical expertise in estate planning, asset protection, and managing intergenerational dynamics
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Refine commercial skills, including pricing, pitching, client engagement, and long-term retention
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Navigate complex family dynamics with practical frameworks for conflict resolution
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Stay ahead in a changing market by exploring how to elevate value in an AI-enabled world
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Connect with a trusted network of leading advisers and family office executives for peer learning and collaboration
Who Should Attend?
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Lawyers
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Accountants
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Wealth Managers
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Technology Consultants
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Family Office and Family Business Advisers
Purchase Your Ticket
Members, please log in to book participation for your adviser (included in your Membership). Non-Members and guests can secure their ticket below.