Monthly Expert-Led Sessions. Topics That Matter. Conversations
That Stay in the Room.
Each month, NGA hosts a carefully curated guest speaker on a topic directly relevant to your wealth journey. Sessions are open to all members, with some tailored to each forum. All operate under NGA’s Four Walls Policy.
Speakers Include.
Family Office Advisors
Private Client Lawyers
Impact Investing Leaders
Governance Experts
Philanthropy Advisors
Tax Strategists
Wealth Psychologists
Annual Speaker Calendar.
Rachael Holder - Tribeca Financial
Feb 2027-TBCBoth Tracks
Psychology of Sudden Wealth.
Sudden wealth often brings isolation, guilt and identity shifts, especially for younger inheritors. This session supports the whole person, not just the balance sheet — exploring emotional adjustment, pacing decisions, and the shift from “recipient” to confident “steward.”
Rachael Holder - Tribeca Financial
Mar 2027-TBCBoth Tracks
Money & Relationships.
Leading global family enterprise programmes treat family dynamics as a standalone topic, not an afterthought. This session explores how wealth shapes expectations, roles and communication — helping participants navigate real conversations with confidence, clarity and shared values.
Juliet O'Brien - Hall & Willcox
Mar 2027 – TBCBoth Tracks
Estate Planning Fundamentals.
Turning 18 changes everything legally — parents lose automatic access to information and decision-making authority. This session plants an early seed: estate planning isn’t a “later” problem, it’s foundational literacy that protects both young adults and their families.
Speaker - TBC
Date TBCBoth Tracks
Investing Beyond the Basics.
Crypto, private equity, venture capital and other alternatives are reshaping how younger wealth holders think about growth. This session builds the literacy to evaluate real opportunity versus hype, with a clear-eyed approach to risk and diversification.
Speaker - TBC
Date TBCWomens Forum
Women & Wealth Transitions.
Designed for the Women of Wealth track, this session addresses the critical, under-supported first 90 days after a major transition — bereavement, separation or liquidity event — building clarity, confidence and a practical framework for what comes next.
Speaker - TBC
Date TBCNext Gen
Values, Purpose & Impact Investing.
Younger wealth holders increasingly want capital that reflects their values, not just returns. Inspired by leading global impact investing programmes, this session shows that financial and purpose-driven goals don’t have to compete with one another.
Speaker - TBC
Date TBCBoth Tracks
Tax Strategy for Wealth Holders.
Tax is universal but rarely taught well. This session isn’t about becoming an accountant — it’s about building genuine confidence to ask sharp, informed questions and engage meaningfully with the advisors managing it on your behalf.
Speaker - TBC
Date TBCBoth Tracks
Assembling Your Advisory Team.
Great financial guidance rarely comes from one voice. This session explores how to build a collaborative advisory team, understand fee structures and mandates, and avoid over-reliance on any single advisor.
Speaker - TBC
Date TBCNext Gen
Stepping into Stewardship.
The most successful inheritors build identities and purpose independent of their wealth. This deeply personal session explores the shift from “recipient” to confident “steward,” and what it takes to feel genuinely ready to lead.
Speaker - TBC
Date TBCBoth Tracks
Philanthropy & Legacy.
Most young wealth holders would rather inherit purpose than a lump sum. This session frames strategic philanthropy as a powerful tool for building due diligence, stewardship and long-term thinking — skills that extend well beyond giving.
Speaker - TBC
Date TBCBoth Tracks
Protecting What You Have.
As wealth increasingly exists in digital form, risk is evolving faster than traditional education has kept pace. This session covers cybersecurity, digital asset protection and litigation exposure — practical safeguards rarely addressed elsewhere.