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 CIOs
Private client lawyers & STEP practitioners
Impact investing leaders
Governance scholars
Philanthropy advisors
Tax strategists
Wealth psychologists
Annual Speaker Calendar.
Sarah Jenkins
Lead Convenor
Psychology of Wealth.
This is the anchor topic and the right place to start. Sudden wealth syndrome is characterised by isolation, paranoia, guilt, uncertainty and shock, and is more likely to affect younger inheritors due to the response...
Brooke Jones
Guest Speaker
Money & Relationships.
Programmes run by Citi Private Bank, Pictet and the Cambridge Institute for Family Enterprise all treat family dynamics as a standalone topic. Defining core values and establishing a family mission statement can...
Daniel Esmond
Governance Specialist
Investing Beyond the Basics.
28% of high-net-worth individuals aged 21–43 see crypto as the second greatest growth opportunity after real estate, and 75% of Millennials and Gen Z believe it's impossible to achieve above-average retur...
Sarah Jenkins
Lead Convenor
Values, Purpose & Impact Investing.
73% of affluent Millennials say they prefer to invest for positive social and environmental impact. The Harvard Kennedy School's "Impact Investing for the Next Generation" programme — now in its 11th cohort — was...
Brooke Jones
Guest Speaker
Assembling Your Advisory Team.
Women often prefer more collaborative conversations, want education before making decisions, and value financial guidance that aligns with their broader life goals — not just performance metrics. This...
Daniel Esmond
Governance Specialist
Philanthropy & Legacy.
60% of young investors say they would rather inherit wealth with a purpose than just receive a lump sum. Strategic philanthropy is also one of the best vehicles for teaching due diligence and stewardship...
Daniel Esmond
Governance Specialist
Understanding What You Own.
Before any strategy conversation, participants need to be able to read their own wealth structure. This is particularly relevant to women, where 83% of recently widowed women report experiencing financ...
Sarah Jenkins
Lead Convenor
Estate Planning Fundamentals.
Many families are not aware of important legal issues that affect their 18–21-year-old children — parents no longer have the same access to information or control after age 18. Starting this conversation early is critical.
Brooke Jones
Guest Speaker
Women & Wealth Transitions.
This is the most distinct women-specific session. 70% of women change financial advisors within 12 months of their spouse's death, and by 2030 women are projected to control an estimated $30 trillion in financial...
Daniel Esmond
Governance Specialist
Tax Strategy for Wealth Holders.
Tax is universal but rarely taught well to inheritors. The goal isn't to make them their own accountant — it's to make sure they're asking the right questions of their advisors.
Sarah Jenkins
Lead Convenor
The Heir's Dilemma.
Inheritors who most successfully manage the impact of their wealth are able to establish personal identities and life paths that are enhanced by their wealth, not subsumed by it. This is the most emotionally...
Brooke Jones
Guest Speaker
Protecting What You Have.
Digital assets, cybersecurity for high-net-worth individuals, and asset protection from litigation are areas growing rapidly in importance but rarely covered in traditional wealth education.