Perspective on private wealth.
Articles from Katie McDonald and the Private Wealth Architects team — on portfolio construction, life transitions, and the questions that shape strong long-term decisions.
-
September 2026
Read →
The Quiet Handover
Why the first transfer of family wealth is not the one the profession plans for – and why information alone will not prepare the person who receives it.…
-
June 2026
Read →
The Great Wealth Transfer and the Role of Women in Wealth Management
The world is on the brink of a significant wealth transfer, with an estimated $30 trillion set to pass down to the next generation over the next decade.…
-
June 2026
Read →
Moving into retirement: what changes, what doesn’t, and what to plan for
Retirement changes your financial landscape in unexpected ways. We consider different strategies to make sure you build a solid foundation for your retirement lifestyle.
-
April 2026
Read →
The five principles behind building a resilient high-net-worth portfolio
Smart investing is not just about performance. It is about building a portfolio that supports long-term goals, protects capital and remains resilient through market cycles. For high-net-worth families, the right structure, allocation and discipline form the backbone of a strong generational wealth strategy.
-
May 2025
Read →
Tips to Maximise Your Super
If you are not an accountant, financial controller or financial adviser then you may be missing out on the heightened excitement that only the end of financial year can bring. But everyone with a super account can get excited with these tips for superannuation that will have you ready to party by 30 June.