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PWN Membership Survey: Members, please complete this year"s survey

  The 3rd Annual PWN Membership Survey questions are now open to all Private Members. Please click within to access questions.

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"Growing Up Online": The Impacts of Parents' Social Media Posts on Children

 

Dr Joanne Orlando of Western Sydney University explores the role parents have in shaping their children' attitude to social media, and the impact their own posts can have on their child's identity.

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Will Women Drive a Change In Giving?

 

Julie Reilly of the Australian Women Donors' Network shares her thoughts on upcoming trends in philanthropy, and the potential women and girls have to drive changes across giving and the social sector.

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Marrying Into the Family: Experiences of an "outlaw"

 

Paul Chamberlain shares his experiences of 'marrying into the family' and dealing with future new arrivals to the family.

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Generational Gap Threatens Family Business Succession

 

In this article, David Harland from FINH explores the importance of communication, planning and education in a successful succession, which are often ignored until it is too late.

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How to Teach Kids About Giving

 

Ruth Tofler-Riesel and Carole Schlessinger, founders of Kids Giving Back, discuss the benefits of teaching kids about giving early in life, finding their passions and the importance of active participation.

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Review: The Complete Family Office Handbook

 

Joe Golden from PWN reviews The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them by Kirby Ropslock.

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Family Office Congress X Executive Summary

  Explore the experiences shared at Family Office Congress X


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Impact Investing: What is it and why should families consider it?

 

As co-author of this foundational report, Abigail Noble (The ImPact) explores the "why", "how" and "what" of impact investing for families interested in an alternative investment avenue.

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Panelist's Perspective: Understanding the Elements of Good Decision Making

 

 

 

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Exploring China: The 'One Belt One Road' Initiative

 

Exploring the history and motivations behind China's 'One Belt One Road' Initiative

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What did Charles Dickens have to say about wealth and families?

 

PWN's Joe Golden looks into one of Charles Dickens' most celebrated works, identifying the lessons we can learn to avoid the age-old traps of wealth.

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Poetry for Investors

 

Jack Gray explores the words of a few of the great poets and what lessons they can provide to the investor. 

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Acquirers' and Inheritors' Dilemma

 

Dennis Jaffe and James Grubman explore wealth and its impact on identity, wellbeing and interaction with larger society

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The Three Family Constitution Archetypes

 

Christian Stewart (Family Legacy Asia) explores the challenges and benefits in establishing a family constitution

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Review - Family: The Compact Among Generations

 

PWN's Joe Golden reviews Family: The Compact Among Generations by James E. Hughes Jr.

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Presentations: Perth Property Forum 2014

 

This one day forum explored the key trends driving the property market in Western Australia, Australia and around the world, followed by a private members' discussion where we are investing in property.

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Family Office Technology: Helpful Investment Technologies

 

What constitutes “helpful” investment technology in the eyes of UHNW individuals and families, and what can wealth managers do to help investors manage their wealth more efficiently and effectively.

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The Perils of Mixing Family Office With Family Business

 

Jeff Steiner and Brad Simmons of Mutual Trust explore the dangers of segregating family business from personal family activities to ensure the success of both

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Storytelling For Social Change

 

Award winning documentary filmmaker, philanthropist and social impact campaigner Ian Darling from Shark Island Productions explores new philanthropic funding opportunities for foundations and family offices in social impact documentaries

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Investing Like a Woman

 

Steve Macdonald, Co-Founder of Infinitas, explores how investing through a gender lens may lead to better results.

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Structuring Issues for High Income and High Wealth Families

 

Bill Thompson from Minter Ellison outlines the 20 key issues in structuring for families of significant wealth, as discussed at a recent PWN lunch in Brisbane.

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What Sectors Do We Prefer as Investors?

 

Our panel of family offices and private investors discuss what kind of opportunities they are looking for and their investment preferences by sector and region.

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Trustees and Their Role

 

In this short slide deck, Tavan Pechet outlines some of the functions a family should consider when evaluating appropriate fiduciaries. Tavan facilitated a series of private member briefings for PWN members over the last two weeks.

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Best Practices Report: Three Pathways to Evolutionary Survivial

 

This final report of a survey of 192 global families, conducted with Family Business Network and Family Office Exchange.

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Herding Cats

 

Noel Duffy, Principal, Duffy Lawyers, discusses the goals of a family and what they are trying to achieve via family meetings, how to overcome family resistance, key elements and what not to have in family meetings.

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Reviewing Family Office Technology

 

Allison works for one of the leading multi-family offices in the US, with a specialisation in technology requirements for private family groups. He shares his insights on technology

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Best Practices for Family Wealth Advisers

 

Workshop by Sara Hamilton (FOX) on how to help develop the different types of family capital, convene family meetings to develop shared decision-making and other best practices for family governance

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Evolution of Family Wealth Reporting

 

Neil Puri discussed family wealth investment and reporting from administration to institutional grade asset management. He provided a snapshot of European best practices.

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Preventative Diplomacy

 

Gary S. Shunk from Family Wealth Dynamics (US) talks about preventive diplomacy and how notion applies to families and advisors serving families.

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White Paper: Australian Real Estate Outlook

 

Having delivered the keynote presentation at the the Private Property Forum, Folkestone have kindly provided a detailed whitepaper on the outlook for Australian Real Estate.

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Communication and Crucial Conversations

 

Families' goals and objectives should be at the top but when actually serving them, money becomes most important. Families are thinking about how they can set up their kids for success.

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Allison Taff on Preservation and Governance

 

Allison Taff discussed the key ideas of preservation and governance of family wealth in her session on family wealth: From capital creation to capital preservation.

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The X Factor: Investment impact presentations

 

A discussion on what really matters when investing in today's markets. Four investment managers would describe and defend their methodologies.

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Dreams & Disasters of a Social Entrepreneur

 

In her presentation, Audette Exel discusses her experiences in running ISIS Group and ISIS Foundation.

 
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Family sustainability and successful inter-generational families

 

Fredda Herz Brown, Ph.D, Principal, Relative Solutions would answer the question: Why do some families thrive, others strive and still others decline.

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We Do Not Speak His Name... Solutions For Discerning Investor Portfolios

 

Richard Keary, CEO of FRM provided an overview of current market conditions.

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Governance and succession practices

 

Paul Lucas decribed family office governance in practice in which he included several case studies on managing family conflicts

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Investment management for family wealth

 

This paper by Private Portfolio Managers (PPM) discusses the investment management needs and inter-generational dynamics of wealthy families, and how they differ from retail and institutional investors.

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Eurozone Family Feud

 

Provided by, Bill Gross - PIMCO, this article tackles the challenges facing the Eurozone family group and the secular nature of debt in a global economy.

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Blue Sky Water: Water Entitlements in the southern Murray Darling Basin

 

Blue Sky Water Partners continues to witness an ideal entry opportunity to invest in Water Entitlements in the southern Murray Darling Basin.

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Bias and Long Trades

 

An alternative perspective on managing performance, and managing portfolio construction for volatile markets.

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Philanthropy - It's good for business

 

This panel of investors discussed their views on asset allocation and shared with us their investment choices post the Global Financial Crisis. They discussed what investment lessons they have learnt, and how they have changed their approach.

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Is the Aussie economy running out of steam? A view from overseas investors

 

Australian investors can sometimes feel isolated, and we have a very different set of circumstances from many other 'developed" countries that is perhaps not always fully understood.

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The Hardest Task of All

 

Written for the World Economic Forum in Davos, Martin Jenkins discusses how to be successful when transiting wealth to the next generation.

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