30 October 2026

NSW State Summit 2026: Discover the Program and Speakers

We are pleased to share the full program and speaker line-up for the 2026 NSW State Summit, taking place 26–27 November in Sydney.

From family succession and intergenerational wealth to space, global investment and private capital, the NSW State Summit brings together diverse perspectives on the future of private wealth.

Over two days, PWN Members, their families, family office executives and trusted advisers will explore the opportunities, challenges and responsibilities of significant wealth through candid discussion, fresh perspectives and meaningful peer exchange.

Thursday 26 November:

Bridging Generations Workshop with Peter & Melissa Evans (US)

Drawing on their lived experience within the eighth-generation Laird Norton family enterprise, Peter and Melissa Evans will lead a PWN Members-only workshop exploring succession, governance and intergenerational relationships.

Learn more here. 

Private Wealth Adviser Forum

Bringing together advisers and family office executives, the Forum explores the evolving expectations of families of significant wealth, with a focus on family dynamics, succession, engaging the Younger Generation and strengthening client relationships.

Through candid conversations with PWN Members and experienced practitioners, participants will gain practical frameworks and fresh perspectives on the future of family office advice.

Learn more here. 

Friday 27 November: Private Wealth Insights

The main Summit day brings the NSW PWN community together for conversations spanning family strategy, investment, emerging technologies and the future of wealth.

This year's speaker line-up includes:

  • Dr Mark Cheung, CSIRO – Australia's place in space and why it matters to families thinking in generations.

  • Stephen Arnold, Aoris – Designing a family investment portfolio that lasts.

  • Joanna Sun and Paul Burgon – The considerations behind effective family office design.

The day will also feature Peter and Melissa Evans (US), for a closing fireside chat, Thriving Across Generations, sharing their lived experience of an eight-generation family enterprise.

Learn more here. 

Join Us in Sydney

Beyond the program, the NSW State Summit is an opportunity to reconnect with fellow PWN Members, exchange experiences and strengthen relationships in a trusted, confidential setting.

We look forward to welcoming our community to Sydney on 26–27 November.

PWN Members can confirm their participation through the relevant event pages. The Bridging Generations Workshop is Members-only, while the Private Wealth Adviser Forum welcomes both Members and non-Members. Guest participation in Private Wealth Insights is subject to approval.

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