Generational Business & Wealth Transfer Event

When: 6.00 pm | Thursday 13 February, 2025
Where: Carousel, 22 Aughtie Drive, Albert Park

You are invited to join us in the conversation that must be had, generational business & wealth transfer. This is an invitation only event featuring insightful discussions, networking opportunities and a relaxed dinner. We encourage you to bring along one or two guests who would benefit from these insights.

We are pleased to announce our guest speakers:

Peter Edwards | Executive Chair, Victor Smorgon Group

Peter brings extensive expertise in managing multigenerational family wealth, with a focus on leadership, governance, and wealth preservation. As a pivotal member of the Victor Smorgon Group, he leverages his deep knowledge of strategic planning and corporate advisory to facilitate successful transitions of generational wealth.

David Werdiger | Adviser | Author | Speaker | Entrepreneur

David is a family enterprise adviser, tech entrepreneur, family office principal, best-selling author on wealth transition, and an experienced non-executive director. His ability to fuse diverse ideas and his deep expertise in wealth transition make him an exceptional addition to our lineup. 

RSVP by 27th January as seats are limited. Click to RSVP