For many WIN members, the challenge is no longer simply building wealth—but protecting it, navigating increasing complexity, and preparing the next generation to make thoughtful decisions over time.

This August, Commonwealth Private and WIN will bring together a select group of members for a private conversation focused on stewardship, governance and the realities of intergenerational responsibility.

Structured for depth, discretion and peer exchange, the session is designed for those balancing family, business and long-term legacy considerations.

This event is designed for members who:

• Are established, or clearly tracking toward significant wealth

• Oversee family or business financial responsibilities

• Are navigating increasingly complex financial decisions

• Value thoughtful, experience-led 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 across private banking, investment and structuring, with a focus on governance and intergenerational planning.

This roundtable reflects a long-standing partnership with WIN and a shared commitment to stewardship, discretion and relationship depth.