Making Wealth Meaningful with Private Wealth Network (PWN)

What if your capital could do more than one job at once?

Richard Milroy, Co-Founder, PWN, talks with Hanna Ebeling, CEO, Social Enterprise Finance Australia (SEFA), about the deals mainstream banks won't fund — and the family offices, foundations, and investors stepping in instead.

Hanna left private banking at HSBC for venture philanthropy in the Philippines. Now she builds "impact capital stacks" — blending grants, debt, and equity to fund organisations others write off as too risky. The proof: $50 million lent across 75 loans, one write-off.

Inside this episode: a community-led funeral home funded by crowdfunding and a SEFA loan, a $5 million syndicate backing AI-powered health research, and the real reason advisers hesitate on impact investing — even when the numbers say they shouldn't.

Plus: the "five capitals" families draw on beyond financial return, and what it actually means to measure wealth.

In this episode, PWN welcomes Jamie Montgomery (US), Founder of The Montgomery Summit and Co-Founder & Managing Partner of March Capital. A veteran technology investor with more than 25 years of experience backing transformative companies, Jamie shares his conviction that artificial intelligence represents the most significant investment opportunity of the coming decade — and why families of significant wealth should consider exposure to private companies building the AI economy. From the frontiers of life sciences and quantum computing to the shifting geopolitical landscape, Jamie offers a rare insider's view on where technology — and the world — may be heading, and how investors can position for it. He also reflects on the mentors who shaped his thinking, the lessons learned along the way, and what making wealth meaningful looks like when you live it every day.

PWN's co-founder Richard Milroy sat down with psychologist and leadership coach, Veronica Peters, to explore the human side of wealth and leadership transitions. Together, they discuss how family systems shape rising leaders, the typical patterns and pressures families of significant wealth experience, and the practices that help the next generation step into leadership with confidence. From intergenerational education to the meaning of legacy, this episode offers practical insights for families and rising leaders.

In this candid conversation, we flip the script on discussions of family dynamics to hear from the other side of the table. Lawyer and friend of PWN, Donal Griffin, joins Richard Milroy to explore the critical role lawyers play in complex family businesses. They dive into the importance of wealth education for the next generation, share hard-earned lessons from unhappy families, and discuss how legal guidance can shape stronger family and business outcomes. Tune in for a thoughtful, behind-the-scenes look at the intersection of family, business, and law.

Join PWN members, Deryck Graham and Jack Black with PWN Founder, Richard Milroy as they dive deep into the world of cryptocurrency, exploring Bitcoin's potential to revolutionise wealth, challenge traditional financial systems and create personal freedom. Discover why these tech entrepreneurs believe Bitcoin is more than just an investment - it's a transformative technology that could reshape how we think about money and value in the digital age.

In this episode, Director, Russell Family Foundation and good friend of PWN, Zac Russell, joins host PWN Co-Founder, Richard Milroy to delve into his own experience with wealth. From navigating inherited privilege to embracing inner work and supporting systems change, Zac shares his journey of redefining success beyond money. We explore the emotional weight of wealth, the role of community and how authenticity as well as responsibility can coexist.

In this 'Making Wealth Meaningful' podcast episode, PWN Founder, Richard Milroy, is joined by Wolfgang Hafenmayer: Senior Advisor, Circulate Capital Founding Partner. Circulate Capital launched in 2018 to invest in solutions for the ocean plastic crisis in South and Southeast Asia.

They discuss Wolfgang's journey from environmental advocate to impact investor, including founding social ventures and advising royal families. He emphasises understanding one's values and vision for creating change through investments and philanthropy. Wolfgang also reflects on helping families understand their inner motivations to support meaningful solutions and impactful leaders.

In this podcast episode, PWN's Founder Richard Milroy interviews Danielle York, President and Executive Director, 21/64 - an organisation focused on intergenerational transition, decision making and relationships particularly in the context of philanthropy and wealth management.

They discuss various topics related to wealth, family dynamics and identity in the context of multi-generational families. Danielle emphasises the importance of understanding one's values, engaging in open conversations and building a collective identity within families to make informed and intentional decisions. She also highlights the need for advisors who are knowledgeable about the human dimension of wealth.

Danielle's vision for 21/64 is to spread its tools and principles worldwide to help people have more meaningful and less fear-driven conversations about wealth. Ultimately, making wealth meaningful to her means empowering individuals to use their resources with integrity and well-being in mind.

Making Wealth Meaningful Podcast by Private Wealth Network brought to you by Netwealth - Your Business, Your Way.

Richard Milroy, host of the "Making Wealth Meaningful" podcast, welcomes Adam Milgrom as a guest. Adam discusses his background, growing up in a family that emphasizes both business success and philanthropy. He shares his journey into impact investing and his work with Giant Leap Fund, an impact venture capital fund. Adam also talks about his involvement with his family's office, Triple, which combines a deep impact mandate with various asset classes. The discussion touches on gender diversity in entrepreneurship, impact measurement, and using various capital tools to maximize impact. Adam stresses the importance of making wealth meaningful by considering where one invests capital and the impact it can create in the world.

Making Wealth Meaningful Podcast by Private Wealth Network brought to you by Netwealth - Your Business, Your Way.