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Raising Children in Wealth: In Conversation With Dr Arne Rubinstein

 
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Marrying Into The Family And "Fiscal Unequality"

  Long time friend and supporter of PWN Jay Hughes leads a challenging yet important discussion on marrying into the family and the issued involved.
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Opportunities During the Expansion Journey of Businesses

 
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Keeping the Legacy Alive: What can families do to stay together?

 

Richard Milroy (PWN) and Rachel Craze (Mutual Trust) discuss what compels a family to stay together, touching on the collective strength of a family's resources and the high exits costs when considering to break away.

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The Family Office Journey: How can families prepare for a successful wealth transfer?

 

Given that 70% of wealth transfers fail, Richard Milroy (PWN) and Jeff Steiner discuss how families can approach the 'family office journey' and in doing so, best position themselves for a successful wealth transfer

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Next Generation Education: Balancing the needs of the family vs. individual

 

Richard Milroy (PWN) and Elizabeth Goldfinch (Mutual Trust) explore how families can accommodate abilities and passions of the next generation to ensure a successful wealth transfer.

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Fleming Family Story: Lessons From a Century in Business Together

 

Fleming Family Member Sandy Loder shares his family's story of working together and then moving apart, highlighting key lessons for other intergenerational families of wealth.

He also shares his approach to family education, drawing on years experience working with next generation family members

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Family Office Congress IX: Thank You

 

A sincere thank you to all who participated in our Family Office Congress IX.

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Considerations of Forming a Family Constitution

 

Mutual Trust's Brad Simmons speaks with PWN's Richard Milroy about the key considerations and challenges of creating a family constitution, drawing on his extensive experience working with families across Australia.

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Finding And Unlocking Innovation in Australian Startup and Early Stage Landscape

 

An exploration of Australia's early stage landscape, discussing approaches, opportunities and risks for private investors.

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How Does the Tindall Family Approach Entrepreneurial Risk in NZ: The K1W1 Story

 

At the Entrepreneurial Risk Forum in Sydney, Robbie Tindall (K1W1) shared the unique approach his family has taken to investing in early stage and growth companies in New Zealand. In this video, he explores their motivation, as well as challenges and opportunities along the way.

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Legacy, Transition and Family Education: In Conversation With the McDonald Family

 

Barry and Alex McDonald speak with PWN's Ruth Mckenzie about their approach to intergenerational transition, legacy and family education.

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Investing in the Future: In Conversation With Geoff Wilson

 

Geoff Wilson (Founder and Chairman, Wilson Asset Management) shares his approach to investment and impact, drawing on his experience in founding the Future Generation Investment Fund

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Investment, Philanthropy and the Future of Cities

 
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From Entrepreneur to Social Entrepreneur: In conversation with Derek Handley

 

Derek Handley explores his journey from entrepreneur to social entrepreneur, sharing his passions and lessons learned along the way.

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WEBINAR: Renewable Energy: Risks and Opportunities For Private Investors

 

Richard Seamans (USA) explores the renewable energy landscape, highlighting the challenges and opportunities for private investors

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How do Family Foundations Evolve Over Generations?

 

Andrew Fairley AM explores the challenges that a changing world can present to intergenerational foundations, developing philanthropic leadership and the power of collaboration in achieving impact.

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How Do Families Survive Beyond the Third Generation?

 

Following our Intergenerational Wealth Forum in Melbourne, PWN's Alan Duncan spoke with Dr. Dennis Jaffe (Saybrook University, USA) about his study into the characteristics of "generative" families, or those who endure over 100 years. Drawing on his research, Dennis identified the key qualities many "generative" families share and how PWN families can apply it to their own situations.

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What Makes Families Different as Investors?

 

Professor Jack Gray (Adjunct Professor, University of Technology, Sydney) and Keith Drewery (Drewery Consulting) discuss the challenges family members face in understanding and articulating their investment objectives

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The Challenges and Rewards of Intergenerational Investment

 

PWN’s Alan Duncan sat down with Andy Cosh (5th generation member of the Michell family) to talk about his family story, changes in asset allocation strategy and the challenges of balancing the needs of different family members.

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Armchair Discussion: Managing a large European Family Office (Part I)

 

Pierre Briand discusses managing family assets and accessing “deal flow

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Armchair Discussion: Managing a large European Family Office (Part II)

 

Alan Duncan and Pierre Briand discuss working with Francois Pinault, and his unique approach to business and investment

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Insight Interview: Martin Lemke

 

PWN's Richard Milroy spoke to Martin Lemke his experiences working in a large European multi-family office, and the opportunities and risks in property markets around the world

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Armchair Discussion: Family From a Fifth Generation Perspective

 

Corentin Billiet explores the challenges he has experienced as a fifth generation member of a family business

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Armchair Discussion: Family, Mission and Purpose in the World (Part 1)

 

Berry Liberman & Danny Almagor discuss family, children and finding a mission and purpose in the world.

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Armchair Discussion: Family, Mission and Purpose in the World (Part 2)

 

Berry Liberman & Danny Almagor discuss family, children and finding a mission and purpose in the world.

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Armchair Discussion: Transition & Legacy

 

In discussion with PWN's Alan Duncan, Harry Wallace speaks about his values and how he passes them down to the next generations.

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WEBINAR: What is a "Family Office" and Do We Need One?

 

Tavan Pechet presents a webinar on What is a "Family Office" and Do We Need One? exploring the range of options available in managing family wealth.

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Armchair Discussion: Immigration, Adversity and Wealth

 

David Werdiger discusses his upbringing and entrepreneurial background in more depth with PWN's Richard Milroy.

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Insight Interview: Michael Drapac

 

In our first PWN/Deloitte Private Insight Interview, PWN's Richard Milroy spoke to Michael Drapac about horse racing, his journey into the property market, and where he sees opportunities now and into the future.

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Introduction to PWN Website

 

Ruth McKenzie, Membership Relationship Manager at PWN, gives a welcome and introduction to the new website

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WEBINAR: Exploring the Next Generation of Donors: Values, Talents and Identity

 

Sharna Goldseker (21/64) facilitates a panel of four next generation philanthropists, exploring values, philanthropic identity, multi-generational philanthropy and more.

 

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Next Gen Donors: Respecting Legacy, Revolutionising Philanthropy

 

In this webinar Sharna Goldseker (21/64) and Dr. Michael Moody (Johnson Center for Philanthropy) explore the results of their recent report into the next generation of philanthropists.

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WEBINAR: Families in Transition

 

In this webinar, Peter McKnoulty covered structural and planning matters related to family succession including the impact of family dynamics, advisory team, developing and structuring a family succession plan and transition planning.

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Revitalising the Next Generation: Creating a Culture of Stewardship and Adaption

 

Accomplished author, researcher and clinical psychologist  Dr. Dennis Jaffe explores the key factors that make a family successful through many generations

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Profit or Pleasure? Exploring the motivation behind investing in treasure

 

How are high net worth individuals globally investing in ‘treasure assets' such as jewellery, fine art and antiques?

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Richard Milroy interviews Gretchen Davidsen

 

Gretchen Davidsen shares her experience of the transition from a family owning a business to leading a sibling team after the family sold the business.

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Passing the baton - Moving the family to the next phase

 

A discussion on how have different families approached inter-generational transition and how do we embed strong family values in a younger generation who have inherited wealth?

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Webinar on Running Family Meetings and Retreats

 

Recording of the webinar on running family meetings and retreats, by Claudia Sangster, Director, Philanthropy, Estate and Trust Services at Harris myCFO, Inc, Los Angeles.

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