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 ...
Vendor locking - the family office counterparty trapA term that was used when talking to a family office software provider and one that I'm going to use going forward. Preserving your wealth legacyThe transfer of wealth between generations is important for many Australians, not just those with a family business or substantial wealth. Gender equity in family wealthThere are several good reasons why family enterprises should care about making active efforts toward gender equity. What the slowing economy means for equity investorsHigh interest rates and weak real earnings growth are pushing consumer spending down and slowing the economy. Family Office trends to watch in 2023Inflation and its effects on the world economy will play a major role in determining the trend for family offices this 2023, impacting the way they invest ... Key considerations for NFPs coming into the new yearAs we approach a well-deserved holiday break, purpose driven organisations will be looking forward to the new year with many wondering 'What does the ... Intergenerational wealth transfer: Five tips to navigate family dynamicsPlanning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. Super death benefitsThe superannuation system is designed to prevent the creation of 'family dynasties' with super. Family Business Advisory Board: Paving the way to future growth and successWhen a family business begins to transition from a small to medium size business, the introduction of an advisory board can enhance professionalism and ... How to invest an inheritanceOver the past number of years, BMF Wealth's Estate Planning and Wealth Management teams have been inundated with requests regarding consulting services ... |
Latest News
Succession planning troubles family offices: J.P. Morgan
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.
Wholesale investor tests up for parliamentary review
The federal government wants to shake up the wholesale investor tests further in launching a parliamentary inquiry into the entire framework, worrying many fund managers operating in the high-net-worth space.
ACNC tightens screws on NFPs with complex corporate structures
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.
Luxury fashion house sued over Birkin bag sales
Hermes is facing an antitrust class action which alleges it only allows customers with "sufficient purchase history" to buy the infamous Birkin handbags.
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.