Legacy, Leadership and Transition

Please join us for an exclusive afternoon session titled Legacy, Leadership and Transition,” co-hosted by PWMA and KKR.

We are delighted to welcome Ann Mirjam Levy Duvernay, PWMA Executive Committee Member and North Asia Head and CEO for Hong Kong at Pictet, in conversation with Alisa Amarosa Wood, Partner, Private Equity at KKR, who will be visiting Hong Kong from New York.

Ann and Alisa will discuss how leadership evolves at critical moments for founders, families, and institutions, drawing on their respective experiences across private wealth, private markets, and global investment platforms. Their conversation will explore the mindset and judgment required to navigate long-term responsibility, transition, and stewardship in an increasingly complex environment.

Together, they will reflect on legacy and succession, ownership and leadership transition, and the role of philanthropy in articulating purpose and values across generations—offering thoughtful perspectives on how families and leaders prepare for continuity beyond their own tenure.

Interested members can register through Members Square.

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