VIC State Summit 2026: Discover the Program and Speakers

We are pleased to share the full program and speaker line-up for the 2026 VIC State Summit, taking place on 23–24 November 2026.

Over two days, PWN Members, their families, family office executives and trusted advisers will come together to explore the opportunities, challenges and responsibilities of significant wealth.

The program brings together experienced family enterprise leaders and PWN Members for candid discussion, practical insights and meaningful connection.

Monday 23 November: The Summit begins with two dedicated half-day experiences.

Bridging Generations Workshop with Peter & Melissa Evans (US)

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

Through practical frameworks and real family experiences, participants will explore how to navigate challenging conversations, align different generations and strengthen family unity for the future.

Explore the Bridging Generations Workshop

Private Wealth Adviser Forum

Running alongside the workshop, the Private Wealth Adviser Forum brings together advisers and family office executives to explore the evolving expectations of families of significant wealth.

Featuring Arun Abey AM, Patrycja Slawuta and Carly Severino, the program examines the inner dynamics of wealth, the impact of emerging technologies and the changing expectations of younger-generation clients.

The Forum will also provide insights from PWN's Inner Life of Wealth Research Study, offering a deeper understanding of the psychological and relational dimensions of wealth.

Explore the Private Wealth Adviser Forum

Tuesday 24 November: Private Wealth Insights

The main State Summit day brings the Victorian PWN community together for a full day of confidential conversations spanning family strategy, investment, philanthropy, governance and the future of wealth.

This year's speaker line-up includes:

• Dr Anthony Chesman, CSIRO — Exploring the quantum revolution and what emerging technologies could mean for families thinking in generations.

• Siona Hardy, CEO, Canteen — Joining Ian Finlayson of Vision Australia to examine what families get right and wrong about philanthropy.

• Adrian Kerley, Black Kite Partners — Exploring private capital and its role in supporting family enterprises and the next generation of builders.

The broader program also features Peter and Melissa Evans, Arun Abey AM, Patrycja Slawuta, Angela Rutherford, Jeff Steiner and Paul Fildes, sharing perspectives on family dynamics, succession, governance, trusts and the changing landscape of significant wealth.

From the practical challenges of managing wealth across generations to the emerging opportunities shaping its future, the Summit offers Members an opportunity to learn from the experiences of others, challenge their thinking and explore new perspectives.

Explore the Full Summit Program

Join Us in Melbourne

Beyond the speaker sessions, the VIC State Summit is an opportunity to connect with fellow PWN Members, exchange experiences and strengthen relationships within our community.

Guided by PWN's Four Walls Policy, the Summit provides a trusted and confidential setting for open conversations about the issues that matter most to families of significant wealth.

We look forward to welcoming our community to Melbourne on 23–24 November.

PWN Members can confirm their participation through the relevant event pages. The Bridging Generations Workshop is reserved for Members, while the Private Wealth Adviser Forum also offers tickets for non-Members. Guest participation in the main Summit is subject to approval. If you require assistance or have any questions, please email [email protected].