

EXPERT SERIES | Quarterly Breakfast and Private Client Insights
Our Expert Member Breakfasts are a private forum for the women (and men) shaping the private client landscape to come together, exchange perspective, and strengthen the relationships that underpin trusted advisory.
This quarterly gathering brings together a curated group of lawyers, wealth planners, trustees, investment managers, and specialists working at the intersection of wealth, family, and legacy. It is a space to step beyond the day-to-day and engage in open, thoughtful conversation with peers who understand the nuance and responsibility of this work.
Each breakfast is guided by the belief that the strongest advisors are those who remain curious, connected, and informed beyond their own discipline. Through shared insight and lived experience, members gain a broader understanding of the evolving needs of modern clients, while also investing in their own personal and professional growth.
These mornings strengthen not only individual expertise, but the collective intelligence and integrity of the wider advisory ecosystem.
Date: Wednesday 23rd September
Time: 09:30 - 11:30
Host: Payne Hicks Beach LLP
Agenda:
09:30 – 10:00 | Registration, coffees and networking breakfast
10:00 - 10:45 | Roundtable: TBC
10:45 – 11:30 | Discussion and Close
THIS EVENT IS RESERVED FOR OUR EXPERT MEMBERS
Prospective Members permitted subject to pre-approval
Register your interest today as spaces are limited.