PWN Younger-Gen Program

Ten months. One small cohort. A chance to find your own way — and build a peer network that truly understands.

January – October 2027 | Recommended for ages 21–35 | Limited to 20 participants

Finding Your Own Way

Growing up in a family of significant wealth can open many doors. It can also make questions about identity, purpose, relationships and the future more complicated.

Who am I beyond my family's wealth?
What do I want to do with my life?
How do I navigate family expectations while making decisions that are genuinely my own?

The PWN Younger-Gen Program 2027 creates a space for younger family members, typically aged 21–35, to explore these questions alongside peers who understand the territory.

Co-facilitated by PWN Experts in Residence Joanna Sun and Nim de Swardt, the program brings together a small, closed cohort of up to 20 participants for ten months of professionally facilitated learning, meaningful conversations and practical personal development.

Protected by PWN’s Four Walls Policy, this program creates a trusted peer environment to explore the choices that matter, build greater personal clarity and develop insights that stay with you long after the sessions end.

The Program at a Glance

Is This Program Right For You?

This program is a good fit if:

You're ready to think seriously about who you are, separate from your family's wealth — even if you don't have the answers yet
You want a peer group of people who understand the territory, not because you've explained it to them, but because they're in it too
You can commit to ten months with the same small group, roughly 4–5 hours a month
You're willing to be honest in a room, even when that's uncomfortable

What Changes For You

Walk into a family meeting knowing what you actually want to say, not just what you're expected to say
Have the money conversation with a partner before it becomes a problem, not after
Know who you'd genuinely call for independent advice on a decision that matters
Explore a career direction that's yours, and explain it to your family with confidence
Understand your own relationship with money, rather than the one you inherited by default

Meet Your Experts in Residence

Joanna Sun

Co-Founder, Emerald Family Enterprise Group, Next-Gen Advocate & Head of Family Council

As Head of Family Council of a single family office and $2B asset under management, Joanna understands the intricacies of intergenerational and transnational wealth management. Utilising her personal insights as a Generation 2 in her family and professional expertise, she focuses on family enterprise planning, succession planning, and next-generation development for her clients. Leading a team of exceptional and dedicated advisors, Joanna is passionate about partnering with families and guiding them through each life stage, taking great satisfaction in the success of her clients, building multi-generational strategy for families.

Nim de Swardt

Adviser, Family Storyteller & Non-Exec Director

Formerly the world’s first Chief Next Generation Officer at a US$16B, seventh-generation family enterprise, Nim de Swardt has worked with rising gens for over twenty years at the intersection of identity, belonging, communication and intergenerational relationships. Nim brings a rare combination of lived experience and social science to help younger family members make sense of who they are and the unique contribution they can make.

The Program: Month by Month

The curriculum follows a progression from self-discovery through to practical decision-making, relationships, career direction and future planning.

January — Identity	Who are you, and what matters to you? Explore personal values, purpose and the experience of growing up between cultures. Participants begin to develop a clearer understanding of themselves and the direction they want their lives to take.
February — The Meaning of Wealth	Developing your own relationship with wealth. Reflect on what wealth means personally, how it shapes choices and expectations, and how to develop a relationship with money that reflects your own values rather than simply adopting those of previous generations.
March — Values in Real Decisions	Moving from what you believe to how you act. Explore how personal values can guide real decisions, helping participants make more intentional choices about their lives, relationships and futures.
April — Family Dynamics & Difficult Conversations	Navigating expectations, relationships and the conversations that matter. Develop practical approaches to family dynamics, difficult conversations and the expectations that can accompany significant wealth.
May — PWN Family Office Congress XVIII Meet-Up	Connecting in person and reflecting on the journey so far. The cohort will come together in Perth at our Family Office Congress XVIII for a half-day session, including a check-in and roundtable discussion. This provides an opportunity to strengthen peer relationships and reflect on the learning and experiences from the first part of the program.
June — Dating & Relationships	Navigating personal relationships and the role wealth can play in them. Explore the questions and challenges that can arise in dating and relationships, including disclosure, expectations and how to approach conversations about wealth.
July — The Stuff Nobody Talks About	Understanding what gets inherited beyond the balance sheet. Explore generational patterns and the less visible expectations, beliefs and behaviours that can be passed down through families.
August — Career Design & Entrepreneurship	Finding a direction that is genuinely your own. Explore career choices, entrepreneurship and the different ways participants may choose to contribute, build something of their own or engage with the family enterprise.
September — Building a Personal Advisory Board	Creating the right support network for your future. Identify the mentors, coaches and advisers who can provide independent perspectives and support across life, family and business.
October — Celebration Showcase	Bringing the learning together. Participants will develop and present an original idea, reflection or personal growth story to peers and mentors, bringing together the learning and personal development from the program. In-person showcase \| Location to be confirmed

Making Wealth Meantingful Podcast: A Conversation with Joanna Sun

Why does the next generation need space to explore who they are before deciding what they will inherit or become?

In this episode of Making Wealth Meaningful, Joanna Sun joins PWN to discuss the thinking behind the Younger-Gen Program and the unique challenges facing younger members of families of significant wealth. The conversation explores identity, family expectations, the meaning of wealth and why building a trusted peer community can be an important part of navigating the next stage of life.

Watch the conversation to learn more about the philosophy behind the program and what participants can expect.

Costs

Younger-Gen Program Price: $7,500 per participant + GST

Program Inclusions

Eight 90-minute monthly virtual sessions
Two half-day in-person experiences
One Pass to Family Office Congress XVIII in Perth
Facilitation by Joanna Sun and Nim de Swardt throughout the ten-month journey
A small, private cohort of 20 participants, protected by our Four Walls Policy
A structured curriculum covering identity and values, family dynamics, career direction, and building a personal advisory board
A personal roadmap developed and presented at the Closing Showcase
Ongoing access to a trusted peer community across Australia and New Zealand

Expression of Interest

The Younger-Gen Program is designed for younger family members who are ready to explore their own direction, build meaningful peer relationships and develop a plan for the future that is their own.

If you would like to learn more about the program, discuss whether it may be suitable for someone in your family, or ask any questions about participation, we would be delighted to hear from you.

To express your interest or discuss the program, please contact Gee Lee at [email protected].