Knowledge
Presentations, briefings & articles
Featured
Australia and the Outlook from Asia
Dr Jim Walker on the consequences of a Chinese "hard landing" for Australia and the rest of the world, and areas of growth in the global economy. Read more
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. Read more
Panel Discussion: How are we planning for 2012?
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. Read more
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What is Private Wealth Network membership?
Membership is open to HNW individuals, family offices, family businesses and their trusted advisors at a fee of $300 +GST per annum. To apply for membership, please download the membership enrolment form and send to ruth@pwnetwork.com.au or fax to 02 9810 6746.For any questions regarding membership please contact Ruth McKenzie on 02 9810 7964.
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Events
Workshops, masterclasses, conferences
5th Annual Family Office Congress
Melbourne Wednesday 31st Oct 12 – Thursday 1st Nov 12
PWN flagship event. For private individuals, family offices and their most trusted advisors.
More information and registration
Private Property Forum
Sydney Thursday 30th Aug 12
The Private Property Forum aims to provide family groups and their key advisers new and innovative ways to preserve and grow their property portfolio
More information and registration
Webinars
News, briefings, updates
Philanthropy - It's Good for Business
Kelley McLendon, CFP, gave an overview of giving in Australia and talk about how to raise the issue of giving with clients. This webinar was held on Friday the 30th of March at 10am.
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Family meetings & retreats
A webinar by Claudia Sangster on running family meetings and retreats.
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Podcasts
Interviews, opinions, news bytes
Michael Southam Podcast Interview
In this podcast interview, Michael Southam, an independent consultant in Geneva's financial community, presents his insights into how family fortunes are lost and what risks must families and their advisers should be aware of.
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Investment Succession - How do people lose wealth when they die?
In this short podcast, Doug Turek discusses the importance of investment succession.
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