Between Meetings With Matt Heine

Listen to Richard Milroy, Executive Director of Private Wealth Network (PWN), an independent membership organisation for high-net-worth individuals and family offices, as he describes the opportunities and challenges of family portfolio management. Richard’s background in events and media adds a new perspective to this complex topic, shedding light on the realities of intergenerational wealth transfer and avenues for better engagement within the family office. He also shares some valuable insights into networking, the beginnings of ESG investment, changemaking through finance, and the current gaps in the advisory sector’s approach to servicing ultra-high-net-worth individuals.