Investment MATTHEW TOMINC | FRIDAY, 16 APR 2021 If there is one positive to take away from the past year, it is the importance of what we do together. The year 2020 revealed that the adverse impacts of a pandemic fall disproportionately on the most vulnerable. That is, people living in poverty, the ... Read more |
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Cover Story
Wealth with purpose
PHIL HARKNESS
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
CHIEF EXECUTIVE OFFICER
MUTUAL TRUST PTY LTD
In the realm of Australian family offices, a stark reality emerges: 70% risk dropping the ball on wealth transfer. To curb this trend, Mutual Trust chief executive Phil Harkness and head of strategy Tracy Conlan are dedicated to helping clients create and preserve purposeful multi-generational wealth. Chloe Walker writes.