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 ...
Three tax tips for inheriting propertyInheriting property has the potential to significantly change your life - so make it count! In this article Perpetual Private senior manager of strategic ... Managing currency in a volatile marketSince the Global Financial Crisis, Australian investors have gradually increased their exposure to overseas markets and in many cases become complacent ... Five things to do when you receive a large inheritanceOn the face of it, receiving a large inheritance doesn't sound like a problem - but sudden ownership of significant wealth creates a variety of challenges ... Are you ready for a high net wealth divorce?COVID 19 is driving up divorce rates across the country and family law offices expect the numbers to keep surging over the coming months. Intergenerational wealth transfer to spur family offices towards startupsNot too long ago, family offices were unadventurous in their investment strategy, favouring private equity investments in established business alongside ... The rise of long term (permanent) capital providers in asset & wealth managementSince the Global Financial Crisis ("GFC"), there has been an escalation of M&A activity and an increase in the amount of capital raised by a new breed ... Likely global recession - Australia is vulnerableWe don't need to do a review of the dramatic escalation of risks from the coronavirus. The evidence is now insurmountable as to the scale of the global ... The ethics of short selling and the risk of "infinite" lossesShort selling is a trading approach that enables investors to profit from a fall in the price of an asset. To create a short position in equity markets ... 'Disruption' of private debt markets creates opportunitiesWith the traditional dominance of banks in the private debt and credit markets declining, combined with an ongoing lower interest rate environment, we ... |
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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.