Insights from PWN Member Tom Hill: Learn What Families Really Want from Their Advisers

70% of inheritors plan to change their family's adviser following a wealth transfer.

For advisers, it is a reminder that the relationships shaping the future of your practice are not only the ones you manage today, but the ones you are building with the younger generation.

At the WA State Summit: Private Wealth Adviser Forum on 23 September, PWN Member Tom Hill, Hill Tribe Family Office, will share a rare perspective from the family's side of the table.

Drawing on his experience as a family member within the family office, Tom will share what families truly value in their trusted advisers.

Why participate?

Gain first-hand insights into:

• Why some families establish their own family office and what this means for their adviser relationships
• What builds trust across generations and creates lasting partnerships
• Why younger family members expect more than technical expertise—they want advisers who understand their values, purpose and long-term vision
• The qualities that differentiate advisers who become trusted strategic partners from those who are replaced during wealth transitions
• How to strengthen relationships with the next generation of family wealth holders

See the program and register here.