Younger Gen and the Family Office: What the Next Client is Really Looking For

4:00pm – 4:30pm AWST, 23 September 2026 ‐ 30 mins

Session: Tom Hill

The research is unambiguous, and uncomfortable: more than 70% of inheritors intend to change advisers when wealth transfers to them. Three in four next-generation family members across the region report low trust with the generation above and, by extension, with the advisers who serve them. The relationships that will carry a practice through the coming decade are not the ones being managed today. They are the ones being built now, with a generation that asks why before it asks how.

Tom Hill is that generation. A member of the Hill Tribe Family Office, established in Western Australia on the legacy of a family business built around people and principles. Tom represents the client the research describes: values-led, purpose-first, community-minded, and deliberate about who earns a seat at the family's table.

In this fireside conversation, he offers advisers a rare view from the other side of the desk: what drew the family to build its own office, what they look for in the advisers they retain, what quietly disqualifies the rest, and why the next generation measures advice not by product or performance alone, but by whether an adviser understands what the wealth is for.
Candid, practical and occasionally confronting. This is the conversation every adviser says they want to have with the next generation.