Private Wealth Network

We’re delighted to welcome Michael Masterson as the new Chair of Private Wealth Network New Zealand Investment Group. Michael is a globally recognised expert in intrinsic asset valuation, corporate finance, and business strategy. As a Principal at Intrinsika, he has worked with entrepreneurs, startups and investors to unlock their competitive edge, including multi-billion-dollar success stories like AirTrunk. His leadership and insights will be invaluable in shaping PWN New Zealand’s investment discussions in 2025, bringing fresh perspectives to the private markets landscape. #PWN #PrivateWealthNetwork #InvestmentLeadership #FamilyOffice #PrivateMarkets

🌏 Family Office Congress XVI: Finding Equilibrium: Balancing Legacy, Wealth and Purpose 📅 7 - 9 May 2025 📍 Sheraton Grand Mirage Resort, Gold Coast We are excited to announce PWN's Family Office Congress XVI, hosted for the first time on the stunning Gold Coast. For the past 16 years, PWN's global recognised flagship gathering has brought together successful families and individuals of significant wealth from around the world, fostering connection, inspiration, and learning over three enriching days. This year, we have created a retreat-style experience, designed to provide a conducive environment for meaningful conversations, strategic reflection, peer engagement and intergenerational bonding opportunities. This year’s theme, "Finding Equilibrium: Balancing Legacy, Wealth, and Purpose," focuses on achieving personal balance while exploring the dynamic interplay between legacy, wealth, and purpose. 📌 What to Expect at Family Office Congress XVI: ✔ Thought-provoking masterclasses on next-generation leadership, investment fundamentals, and key tax and trust updates ✔ Groundbreaking international and local keynote presentations, including  revealing insights with acclaimed author Paddy Manning on the Murdoch family’s succession planning and legacy ✔ Three breakout stages: 🔸 Member Stage – Real stories from PWN Members on aligning wealth with purpose 🔸 Future Gen & Innovation Stage – Insights into entrepreneurship, business evolution, and next-gen leadership 🔸 Investment Stage – Strategies from experienced successful entrepreneurs and family investors along with unrivalled market experts Beyond structured sessions, expect curated networking opportunities, peer-led discussions, and an environment designed to foster deep and meaningful dialogue. We look forward to creating another unforgettable experience for the PWN community and delivering valuable insights, connections, and conversations. Interested? For more information about PWN's Family Office Congress XVI, visit https://lnkd.in/geazqke4 #FamilyOffice #PrivateWealth #Investment #NextGen #PWN #FamilyOfficeCongress #Succession #Legacy #Philanthropy #WealthManagement

🌏 Family Office Congress XVI: Finding Equilibrium: Balancing Legacy, Wealth and Purpose 📅 7 - 9 May 2025 📍 Sheraton Grand Mirage Resort, Gold Coast We are excited to announce PWN's Family Office Congress XVI, hosted for the first time on the stunning Gold Coast. For the past 16 years, PWN's global recognised flagship gathering has brought together successful families and individuals of significant wealth from around the world, fostering connection, inspiration, and learning over three enriching days. This year, we have created a retreat-style experience, designed to provide a conducive environment for meaningful conversations, strategic reflection, peer engagement and intergenerational bonding opportunities. This year’s theme, "Finding Equilibrium: Balancing Legacy, Wealth, and Purpose," focuses on achieving personal balance while exploring the dynamic interplay between legacy, wealth, and purpose. 📌 What to Expect at Family Office Congress XVI: ✔ Thought-provoking masterclasses on next-generation leadership, investment fundamentals, and key tax and trust updates ✔ Groundbreaking international and local keynote presentations, including  revealing insights with acclaimed author Paddy Manning on the Murdoch family’s succession planning and legacy ✔ Three breakout stages: 🔸 Member Stage – Real stories from PWN Members on aligning wealth with purpose 🔸 Future Gen & Innovation Stage – Insights into entrepreneurship, business evolution, and next-gen leadership 🔸 Investment Stage – Strategies from experienced successful entrepreneurs and family investors along with unrivalled market experts Beyond structured sessions, expect curated networking opportunities, peer-led discussions, and an environment designed to foster deep and meaningful dialogue. We look forward to creating another unforgettable experience for the PWN community and delivering valuable insights, connections, and conversations. Interested? For more information about PWN's Family Office Congress XVI, visit https://lnkd.in/geazqke4 #FamilyOffice #PrivateWealth #Investment #NextGen #PWN #FamilyOfficeCongress #Succession #Legacy #Philanthropy #WealthManagement

PWN Private Markets Forum – Coming This March 📅 Tuesday 25 March 2025 | 📍 Melbourne We’re excited to bring together leading investors, fund managers, and family offices for the PWN Private Markets Forum, a focused and interactive event exploring key trends and opportunities in private market investing. This year’s agenda will feature deep insights into sourcing deals, assessing risk, and uncovering emerging opportunities. Key discussions include: 🔹 A US Perspective on Private Markets - Direct from New York, Parag Shah, Arena Investors explores niche investment opportunities in litigation finance, film, royalties, and trade finance. 🔹 Due Diligence: Identifying the Best Fund Managers - Insights on key metrics, red flags, and selection strategies with PWN Member Sheridan Lee, SHED and Tim Samway, Scarcity Partners. 🔹 Private Real Estate Credit: A Fork in the Road? - Where are returns heading as major players shift the landscape? John Shin, Attalis Capital, leads the discussion. 🔹 Private Business Lending in Australia - Navigating the non-bank lending sector with Mick Wright-Smith & Paul Nagy, Epsilon Direct Lending. 🔹 PWN Member Roundtables & Live Deal Discussions - Exploring real estate, AI, tech, direct investments, and co-investment strategies. We look forward to insightful discussions and peer-to-peer learning at this influential forum. For more information about Private Wealth Network Membership and how to join, visit www.pw.network. #PrivateWealthManagement #FamilyOffice #Networking #PWN #PrivateWealthNetwork #Ultrahighnetworth

🌍 PWN California Insight Tour: Exploring Innovation, Culture & Legacy International Insight Tours are one of the most popular aspects of the Private Wealth Network membership experience, offering unparalleled opportunities to engage with global thought leaders, explore influential industries, and connect with like-minded families. Following the success of last year’s PWN London and Singapore Insight Tours, we are excited to embark on our next journey: California, 16–26 June 2025. This carefully curated experience offers: 🔹 Unique access – Private discussions with influential leaders at Stanford University, Y Combinator, and NASA’s Jet Propulsion Laboratory. 🔹 Family legacy insights – A visit to Napa Valley’s renowned wine-making families to discuss succession and long-term wealth stewardship. 🔹 Cultural immersion – Behind-the-scenes access to Los Angeles’ creative and aerospace industries, including a private tour of the Getty Center. This PWN Insight Tour is set to be a truly standout experience, offering participants firsthand exposure to groundbreaking innovation, industry-defining leaders, and generational wealth insights—all within an environment designed to inspire fresh perspectives and meaningful conversations. For more details, visit www.pwninsighttours.com.au. #PWNInsights #CaliforniaTour #GlobalConnections #PrivateWealthNetwork

As we approach the end of another remarkable year, we want to take a moment to thank everyone who has been part of our journey in 2024. To our members, partners, and collaborators – your support, insights, and contributions have been invaluable in making this year one of growth, connection, and shared success. As the holiday season begins, we wish you and your loved ones a joyful, restful, and rejuvenating end-of-year break. May this time bring happiness and inspiration as we prepare for an exciting year ahead in 2025. Thank you for being part of our community. We look forward to achieving even greater things together in the new year! Warm wishes, The PWN Team

Less Than a Week to Go: Don’t Miss the PWN Adviser Forum! Join us in Melbourne on 3-4 December for an unparalleled event created in collaboration with PWN Member David Werdiger—a family enterprise advisor, tech entrepreneur, family office principal, and best-selling author. The PWN Adviser Forum is dedicated to helping advisers connect, collaborate, and address ultra-high-net-worth clients' complex needs and evolving expectations. Why Participate? - Client Insights: Hear directly from UHNW families and family offices - Networking: Engage with a diverse group of professionals serving significant wealth holders - Best Practices: Discover the latest strategies in wealth advisory - Peer Collaboration: Connect with experts who can complement your services Limited tickets remain for the conference. Secure them here: https://lnkd.in/gtt98GiP #WealthManagement #FamilyOffice #Networking #Advisers #PWN

We’re excited to announce the full agenda for the upcoming PWN Adviser Forum! Join us in Melbourne on 3-4 December for an unparalleled event created in collaboration with PWN Member David Werdiger—a family enterprise advisor, tech entrepreneur, family office principal, and best-selling author. The PWN Adviser Forum is dedicated to helping advisers connect, collaborate, and address the complex needs and evolving expectations of ultra-high-net-worth clients. Why Attend? 🔹 Client Insights: Hear directly from UHNW families and family offices 🔹 Networking: Engage with a diverse group of professionals serving significant wealth holders 🔹 Best Practices: Discover the latest strategies in wealth advisory 🔹 Peer Collaboration: Connect with experts who can complement your services 🔗 Secure your spot now! Use promo code SAVE10 for an exclusive 10% discount on registration: https://lnkd.in/gb8NBXsC Don’t miss this opportunity to deepen your insights, expand your network, and elevate your advisory approach. We look forward to seeing you there! #PWNAdviserForum #WealthManagement #FamilyOffice #Networking #Advisers #PWN

Private Wealth Network (PWN) Co-Founder, Richard Milroy in a revealing conversation with PWN Member, David Werdiger delving into: What Wealthy Families Seek from Their Trusted Advisers ? In this latest episode of PWN's Making Wealth Meaningful podcast series, they analyse the evolving needs and expectations of wealthy families and individuals when it comes to their trusted advisers. As both a second-generation family member and an adviser to significant families, David brings a unique dual perspective to the conversation. He shares insights on the complexities faced by wealthy individuals and families. David explores the importance of integrated and collaborative advisory approaches to effectively serve their diverse needs. We are delighted that our insightful PWN member, David Werdiger who is also a tech entrepreneur and Principal of his family office will be chairing our Private Wealth Network Adviser Forum 2024 3-4 December, Melbourne Program & registration details in link below. https://lnkd.in/gzHnnEKd #PWNAdviserForum is a multi-disciplinary gathering designed to support better advice for complex clients and their families. #pwnadviserforum #familyoffice #privatewealth #makingwealthmeaningful #hnw #trustedadvisers Alan Duncan Neil Rapley Lyn Hawkins Dorothy Huang Jan Loubal Lisa Rothfield-Kirschner

Join Us at the PWN Adviser Forum 2024 in Melbourne! https://lnkd.in/gb8NBXsC We are delighted to host the PWN Adviser Forum this year, bringing together some of the brightest minds in wealth management, family offices, and advisory services to share insights, strategies, and best practices. 📅 When: 3rd-4th December 2024 📍 Where: Collins Square Events Centre, Melbourne This is a fantastic opportunity to: - Hear from a diverse group of leaders in the advisory and family office space - Engage in in-depth discussions on trends, challenges, and opportunities in private wealth management - Connect with fellow advisers, accountants, lawyers, and professionals shaping the future of wealth and family office advisory Whether you're an adviser, accountant, or legal professional serving UHNW families, this is your chance to stay ahead of industry trends and collaborate with peers who are dedicated to excellence in wealth management. For more information about the event and to secure your tickets, visit: 🔗 https://lnkd.in/gb8NBXsC We look forward to welcoming you and exchanging ideas with those who are driving the future of trusted advisory services. #PWNAdviserForum #PrivateWealth #WealthManagement #FamilyOffices #AdviserCommunity #Networking #ProfessionalDevelopment