Speakers
Nim de Swardt
Session
Advisers are at a defining moment as generational transition accelerates and families seek advisers skilled in human-centric capabilities like empathy, communication, and family facilitation.
This session will set the scene for the day with a short impactful presentation and then gathering and sharing perspectives from all participants
Nim de Swardt chairs the PWN Family Wealth Peer Group (QLD) and is Australia’s leading family storyteller. For 17 years, Nim has been cultivating Narrative Capital™ within significant families. Formerly the world’s first Chief Next Generation Officer at a US$16B, seventh-generation family enterprise and Guest Faculty at the Modern Elder Academy, teaching ‘Intergenerational Wisdom Sharing’. Nim draws on two decades in communications, narrative psychology, narrative therapy, storytelling science, and human-centred design. She is currently completing her Master’s research on how narrative practices can build legacy capital in significant families.
After beginning his career as a high-school teacher, Scott co-founded Fitzpatricks Private Wealth and helped lead the industry’s shift to fee-for-service advice - growing the firm to 25 offices, 110 advisers and $5B under care.
Today, through SAN, he equips advisers with the frameworks, strategies, and peer network to thrive in an era of disruption, shifting client expectations, and the largest intergenerational wealth transfer in history.
When Scott isn’t mentoring, teaching and coaching, he is on his foil board surfing the Tweed Coast. A former Australian hockey player, he and his wife now travel the world cheering on their adult children, who compete on the hockey world stage.