Five principles for successful family office investingBY NATHAN ROBERTSON | FRIDAY, 17 MAY 2024 4:59PMAt the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and media, this annual process is an important cog ...
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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.