The Australian chapter of The UHNW Institute, in partnership with host Commonwealth Bank of Australia, convenes on July 28 to examine family philanthropy—specifically, how families structure giving to align values, legacy and impact across generations.
Hosted by David Werdiger, a UHNW Institute International Advisory Board Champion (Australia) and faculty member, the discussion brings advisors and family office leaders together to address the questions that shape whether giving becomes transformative for the family itself or remains transactional:
- How do structured giving approaches differ from annual donations in shaping legacy, client retention, and family engagement?
- How does philanthropy function differently when it operates within families versus institutions?
- How do families navigate these conversations with honesty and clarity?
Event Details
Tuesday, July 28, 2026
3:00 PM AEST arrival (3:30 PM start) to 5:00 PM AEST, followed by drinks
Melbourne: Level 1, 435 Bourke Street, Melbourne
Sydney: Commonwealth Bank Place – South Building, 11 Harbour Street, Sydney
Online: Commonwealth will provide an online link shortly before the event to registered attendees.
UHNW Institute members in Sydney or Melbourne are welcome to attend in person. Members outside these cities may join online live, or watch the event recording after the fact. If you know colleagues in Australia who would benefit from the Institute’s work, contact Cevans@uhnwinstitute.org.
David Werdiger
Director, Nathanson Pearson
Founder, The Power of Pause Institute
Josephine Hanna
National Head of Ultra High Net Wealth
Commonwealth Bank of Australia
Andrea Morris
Executive Manager, Foundation and Philanthropy
Emmy Monash
Peter Winneke
Advisor and Author of Give While You Live