PWN Adviser Forum
PWN Adviser Forum - 3 December 2024
Optional Workshop - 4 December 2024
Held at: Collins Square Events Centre, Melbourne
Get to know our line-up of exceptional speakers
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Scott Fitzpatrick
Coach, Mentor & Teacher
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Fiona Hindmarsh
General Partner, Significant Capital Ventures
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Edward Myer
Partner, IMS Digital Ventures & Director, MWP Partners
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David Werdiger
Managing Director, Nathanson Pearson
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Emma Woolley
Partner & Head of Family Office Advisory, Hall & Wilcox
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Christine Fleer
Partner, ABL Private, Arnold Bloch Leibler
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Mark Papendieck
Chief Commercial Officer, Integrated Portfolio Solutions
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Why participate in this forum?
Hear directly from clients of significant wealth and family offices about what they want from their advisers
Network with a group of peers who serve families and wealthy individuals
Connect with a multi-disciplinary group of peers who can support you and your team
Hear latest best practice in family office and UHNW advice
Who should participate?
Trust lawyers and legal practitioners who service family businesses and family offices
Wealth advisers providing consulting and investment services to family offices and individuals /families of significant wealth
Accountants serving growth business clients who need a higher level of service
What’s on?
Discover what's in store at the PWN Adviser Forum:
Industry Insights
Gain invaluable perspectives from families of significant wealth and family offices, offering a glimpse into their adviser expectations.
Networking
Forge connections with peers who cater to affluent families, cultivating meaningful relationships that can boost your career.
Expertise Variety
Engage with a diverse cohort of professionals spanning various disciplines, providing ample opportunities for growth and teamwork.
Stay Ahead
Keep your advisory skills sharp with the freshest insights and best practices in family office and UHNW advice.
Welcome to a day of enlightenment, connection, and growth at the
PWN Adviser Forum.