For many business owners, there comes a stage where success creates an entirely new set of considerations. The immediate challenges of building and growing a business give way to longer-term questions around family, legacy, stewardship and what comes next.

Guided by Josephine Hanna, the evening explored how families navigate the transition from creating wealth to preserving and transferring it across generations. The discussion touched on entrepreneurship, succession, governance, philanthropy and the evolving role of family in shaping both financial and non-financial legacies.

Bringing together a remarkable group of women at different stages of their personal and business journeys, the conversation highlighted that while every family's circumstances are unique, many of the opportunities and challenges surrounding wealth transition are shared.

A sincere thank you to Commonwealth Private for partnering with us to create a space for these important conversations, and to all of our guests for their openness, generosity and willingness to share their experiences. It was an evening that will stay with us for some time.

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.