The transition from successful business ownership to sustaining family wealth is one of the most complex—and often least discussed—points in the wealth lifecycle, where financial, structural and family decisions intersect.

In response to this, WIN has partnered with Commonwealth Private to host a carefully selected roundtable anchored in a live, multi-generational case study. The discussion will explore how families move from growth to succession, and from concentrated business ownership to structured, enduring wealth.

At the centre of the session is a family who has built a childcare and property portfolio from modest beginnings to significant scale. As the founding generation begins to step back and the next generation considers its role, the conversation will examine the trade-offs families face—including differing views on succession, ownership and future direction.

The session is education-led and designed for depth, discretion and relevant peer discussion.

This event is designed for members who:

• Are established business owners with wealth tied to their business

• Are approaching succession, exit or ownership transition

• Are involved in family businesses with generational dynamics

• Are part of the next generation considering their future role

• Value experience-led, peer-level discussion

Guest groups are carefully curated to ensure relevance and depth of conversation.

Format: Private roundtable
Date: 13 August 2026
Location: Sydney
Attendance: By invitation

About our partner:

Commonwealth Private supports ultra-high-net-worth individuals and families through private banking, investment and structuring, with a strong focus on governance and intergenerational decision-making.

This roundtable reflects a shared focus on navigating complexity and long-term wealth stewardship.