Making Wealth Meaningful with Private Wealth Network (PWN)

In this episode, PWN welcomes Jamie Montgomery (US), Founder of The Montgomery Summit and Co-Founder & Managing Partner of March Capital. A veteran technology investor with more than 25 years of experience backing transformative companies, Jamie shares his conviction that artificial intelligence represents the most significant investment opportunity of the coming decade — and why families of signi...

PWN's co-founder Richard Milroy sat down with psychologist and leadership coach, Veronica Peters, to explore the human side of  wealth  and leadership transitions. Together, they discuss how family systems shape rising leaders, the typical patterns and pressures families of  significant   wealth  experience, and the practices that help the next generation step into leadership with confidence. From...

In this candid conversation, we flip the script on discussions of family dynamics to hear from the other side of the table. Lawyer and friend of PWN,  Donal Griffin , joins  Richard Milroy  to explore the critical role lawyers play in complex family businesses. They dive into the importance of  wealth education for the next generation , share hard-earned lessons from  unhappy families , and discus...

Join PWN members, Deryck Graham and Jack Black with PWN Founder, Richard  Milroy as they dive deep into the world of cryptocurrency, exploring Bitcoin's potential to revolutionise wealth, challenge traditional financial systems and create personal freedom. Discover why these tech entrepreneurs believe Bitcoin is more than just an investment - it's a transformative technology that could reshape how...

In this episode, Director, Russell Family Foundation and good friend of PWN, Zac Russell, joins host PWN Co-Founder, Richard Milroy to delve into his own experience with wealth. From navigating inherited privilege to embracing inner work and supporting systems change, Zac shares his journey of redefining success beyond money. We explore the emotional weight of wealth, the role of community and how...

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 individuals and...

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 social ventures an...

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-generational familie...

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, Triple, which com...

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 entrepreneurs and...

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 operations. She mentio...

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 p...

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 an...