PWN’s Membership includes individuals, families, and their trusted representatives who are navigating the unique opportunities and challenges associated with managing wealth.
Our Annual Membership Survey provides valuable insights into the priorities, challenges and aspirations for our Members, helping us continuously tailor our offerings to their needs.
A period of transition for many families
A large proportion of PWN Members are either currently experiencing or preparing for a transition in responsibilities across generations. This reflects a growing focus on succession, governance, and ensuring the next generation is equipped to take on leadership roles within the family and its wealth structures.
Diverse and substantial family wealth structures
PWN Members represent a broad range of wealth profiles, with many families managing significant and often complex asset bases. This diversity highlights the need for tailored approaches to investment, governance, and long-term wealth preservation.