AI is the easiest story to tell and the hardest to understand. We reduce it to what to own, what to automate, when its real effect is that it now crosses into everything at once: markets, industrial policy, energy, the operating business, the family’s own sense of purpose. That simplicity is a camouflage. Arun Abey unpacks the layers beneath it, and what they mean for families holding wealth through an age of extraordinary creation and equally rapid destruction.
- What does diversification mean when a handful of AI-exposed names dominate the index?
- Which inherited certainties, in the portfolio and in the operating business, are most exposed?
- Where does augmentation create durable advantage for a family enterprise, and where is it just cost?
- What has to stay fixed? Purpose, values, the family’s own definition of enough?
This session touches on the complexity of wealth transfer from the principal’s role as an executive, decisions in portfolio resilience and considerations for generational success.
×
Arun Abey AM
Executive Chairman, Walsh Bay Partners
Arun Abey AM is the Executive Chairman of Walsh Bay Partners, specializing in wealth and wellbeing advisory services for families and endowments. With over 35 years of experience as a financial adviser and wealth manager, he addresses fundamental questions about achieving long-term superior returns and fostering enduring financial and emotional wellbeing. Abey's background in academia and research, coupled with his strategic leadership in major businesses, positions him at the forefront of understanding disruptive change in the financial landscape. He is the author of global bestseller "How Much is Enough?" which explores the intersection of money and wellbeing, drawing on the latest behavioural research to overcome biases.
