Making Wealth Meaningful with Private Wealth Network (PWN)

Aug 29 2024 8 ep. 23 mins 3
Making Wealth Meaningful with Private Wealth Network (PWN) Podcast artwork

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.

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

Aug 29 2024 13 mins  
In this episode, PWN Founder, Richard Milroy with PWN member David Werdiger to discuss the evolving needs and expectations of wealthy families when it comes to their trusted advisors. As both a second-generation family member and an advisor to significant families, David brings a unique dual perspective to the conversation. He shares insights on the complexities faced by wealthy

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

Apr 11 2024 23 mins  
In this 'Making Wealth Meaningful' podcast episode, PWN Founder, Richard Milroy, is joined by Wolfgang Hafenmayer: Senior Advisor, Circulate Capital Founding Partner. Circulate Capital launched in 2018 to invest in solutions for the ocean plastic crisis in South and Southeast Asia. They discuss Wolfgang's journey from environmental advocate to impact investor, including founding so

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

Dec 04 2023 28 mins  
In this podcast episode, PWN's Founder Richard Milroy interviews Danielle York, President and Executive Director, 21/64 - an organisation focused on intergenerational transition, decision making and relationships particularly in the context of philanthropy and wealth management. They discuss various topics related to wealth, family dynamics and identity in the context of multi-gene

5. Adam Milgrom on Navigating Impact Investing and Making Wealth Meaningful

Oct 24 2023 27 mins  
Richard Milroy, host of the "Making Wealth Meaningful" podcast, welcomes Adam Milgrom as a guest. Adam discusses his background, growing up in a family that emphasizes both business success and philanthropy. He shares his journey into impact investing and his work with Giant Leap Fund, an impact venture capital fund. Adam also talks about his involvement with his family's office, T

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

Oct 20 2023 19 mins  
Brought to you by NetWealth. PWN Founder Richard Milroy and PWN member & Innovation Venture Capital and Family Office mover and shaker, Fiona Hindmarsh (Private Wealth Network) talk about Making Wealth Meaningful in this edition of the podcast. PWN believes private wealth can be a force for good in the world. PWN gives a private confidential environment where members: successful en

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

Aug 29 2023 31 mins  
In this podcast episode, Richard Milroy discusses wealth management and meaningful wealth with guest Rebecca Maguire. Rebecca is experienced in managing family offices and specializes in helping families create efficient structures for their wealth management needs through her firm, EFO Advisory Services. Rebecca emphasizes the importance of using technology in family office operat

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

Aug 29 2023 18 mins  
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 educ

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

Aug 29 2023 28 mins  
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 entrepren