EXPERT SERIES | Quarterly Breakfast and Private Client Insights

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.