Private Wealth Adviser Forums: From Adviser to Trusted Family Partner
The role of the private wealth adviser is changing. For families of significant wealth, technical expertise is only part of the equation. The real value lies in understanding the people, relationships and decisions behind the numbers — and earning trust across generations.
Across our upcoming Private Wealth Adviser Forums, leading voices including Dr Katherine Hunt and Mike Bennett will explore what it takes to become a trusted decision partner to families navigating wealth, business, succession and generational change.
What does it take to remain trusted?
In Auckland and Brisbane, Dr Katherine Hunt will explore the psychology, values and relationships that shape family decision-making — and what advisers can do to build trust as families and their needs evolve.
In Perth, Mike Bennett will take a practical look at what it means to move beyond traditional advice and become a trusted partner across wealth, business and succession.
Together, their perspectives will explore:
- Understanding the people and family dynamics behind the numbers
- Building trust that endures through wealth transition
- Navigating complex conversations with judgement and insight
- Engaging the next generation and remaining relevant as roles evolve
- Moving from technical adviser to trusted family decision partner
These conversations are designed for advisers who want to deepen relationships, strengthen their intergenerational relevance and play a more meaningful role in the lives of the families they serve.
Private Wealth Adviser Forums
📍 Perth | 23 September
📍 Auckland | 21 October
📍 Brisbane | 4 November
📍 Melbourne | 23 November
📍 Sydney | 26 November
Learn more and register here.
