WA Private Wealth Adviser Forum Day 1

Our annual Private Wealth Adviser Forum comes to Perth, bringing the 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:

• Candid Conversation with the Younger Generation — PWN Members share an unfiltered view of what it takes to be retained through the wealth transition — including why purpose matters as much as portfolio, and how to earn trust from a generation that asks why before how
• Frameworks for Family Dynamics and Governance — Practical grounding in succession, stewardship, and engaging the younger generation, direct from advisers already doing it
• Trusted Peer Exchange — A half-day with leading advisers and family office executives serving families of significant wealth 

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;

• Family Office Executives
• Family Business Advisers
• Lawyers
• Accountants
• Wealth Managers
• Financial Planners
• Technology Consultants  
• Estate Planning Specialists
• Psychologists and Family Coaches working with family enterprises
   

Join Us

• PWN Members can confirm their participation via the ‘Member Registration’ button above, or by emailing [email protected].
• Non-Members are invited to purchase a ticket below.