Making Wealth Meaningful with Private Wealth Network (PWN)

Private Wealth Network is a platform dedicated to making wealth more meaningful. It provides a space for individuals to connect, collaborate, and engage on solving family dynamic issues, making better financial investments and decisions, as well as building impactful philanthropic efforts. Through this network, members can leverage their wealth to create positive change in society, fostering a sense of purpose and community among affluent individuals. Brought to you by Netwealth.

8. What Wealthy Families Seek from Their Trusted Advisors with PWN member, David Werdiger 08/30/2024

7. A Life of Impact: A Conversation with Pioneer Investor Wolfgang Hafenmayer on Social Entrepreneurship, Family Offices and the Journey to Meaningful Wealth 04/12/2024

6. Empowering Wealth: Conversations on Philanthropy, Family and Identity with Danielle York, President 21/64 (US) 12/05/2023

5. Adam Milgrom on Navigating Impact Investing and Making Wealth Meaningful 10/25/2023

4. Transforming Wealth: Putting wealth to good work - ways the next generation make their impact Interview with PWN Founder, Richard Milroy and PWN member, Fiona Hindmarsh 10/21/2023

3. Building a successful Silicon Valley Family Office - Rebecca Maguire's journey into building sustainable Family Offices for Billionaires 08/30/2023

2. Teaching Financial Education to kids so they can thrive and create societal change - Kendall Flutey's Journey with Banqer 08/30/2023

2. Teaching Financial Education to kids so they can thrive and create societal change - Kendall Flutey's Journey with Banqer In this podcast conversation, Richard Milroy discusses financial education and its importance with Kendall Flutey, the founder of Banqer, a financial education platform aimed at teaching kids about money. The goal of Banqer is to equip the next generation with the skills and knowledge they need to make informed financial decisions. They believe in starting early with financial education to build positive behaviors and patterns. Banqer provides software for schools, both primary and secondary, in New Zealand and Australia. Their platform creates a gamified and experiential environment for students to learn about money management, budgeting, investing, and other financial skills. They focus on improving financial literacy, building financial capability, and boosting financial confidence among students. By preparing young people for their financial future, Banqer aims to bridge the gap in financial knowledge and empower them to make better financial decisions as adults. Kendall Flutey, the founder of Banqer, shares her background and insights about financial education. She discusses the challenges of navigating financial conversations and behaviors, particularly among marginalized communities, women, and indigenous populations. The conversation touches on the psychology of money, societal expectations, and the impact of colonization on financial knowledge. Kendall also emphasizes the importance of discussing money openly, teaching children about financial concepts, and encouraging them to develop healthy financial habits from an early age. The discussion concludes with Richard expressing his interest in bringing Kendall to speak at a conference and acknowledging the significance of Banqer's mission in preparing the next generation for their financial future. Brought to you by Netwealth. /episode/index/show/c8a7c0cc-017e-4676-8ece-d14326549462/id/27887550

1. Becoming an entrepreneur (from Zero to One) in an Entrepreneurial Family - David Werdiger's Story of Building Generational Wealth. 08/30/2023

1. Becoming an entrepreneur (from Zero to One) in an Entrepreneurial Family - David Werdiger's Story of Building Generational Wealth. In this podcast episode titled "Making Wealth Meaningful," Richard Milroy interviews David Werdiger about entrepreneurship in family businesses and family offices. The focus is on how wealthy families can encourage entrepreneurialism and pass on a legacy of entrepreneurship to future generations. David Werdiger shares insights from his personal background growing up in an entrepreneurial family and his experiences as an entrepreneur and family advisor. Key points discussed include: The Importance of Adversity: The link between adversity and entrepreneurship is explored. People who have faced challenges often have a greater appetite for risk, a necessary trait for entrepreneurship. Entrepreneurial Legacy: David discusses his father's background as a Holocaust survivor and how that experience influenced his motivation to rebuild his family and create wealth for future generations. Passing on Entrepreneurship: Families can encourage entrepreneurialism through various approaches. These include supporting family members in their business ventures, engaging in angel investment or venture capital, or even pursuing social entrepreneurship. Balancing Wealth and Motivation: The challenge of maintaining motivation in the face of inherited wealth is discussed. Parents often worry about their children becoming unmotivated or complacent due to financial security. Encouraging Purpose: David suggests that imparting a sense of purpose and values is crucial. Philanthropy, engagement with the community, and exposure to real-world issues can help instill a grounded perspective and a drive to make a positive impact. Modeling Behavior: Role modeling is essential for instilling entrepreneurial values. Parents should exemplify what they consider important and encourage individuality within the family. Individuation and Legacy: The concept of "next first generation" or "rising generation" is highlighted, emphasizing the importance of allowing individuals to carve their own paths within the family legacy. Overall, the discussion delves into the challenges and strategies for nurturing entrepreneurial spirit within wealthy families while also ensuring a sense of purpose, motivation, and responsibility among the rising generations. Brought to you by Netwealth. /episode/index/show/c8a7c0cc-017e-4676-8ece-d14326549462/id/27887520

Making Wealth Meaningful with Private Wealth Network (PWN)

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