Five principles for successful family office investingBY NATHAN ROBERTSON | FRIDAY, 17 MAY 2024 4:59PM At 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 ...
 Investing for impact loses some appeal, more education neededWhile the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...  Succession planning - preparing the next generation for leadershipAs an experienced Family Business Advisor, I understand the unique dynamics, joys, and challenges of passing the torch to the next generation.  The refinancing cliffWe call it the commercial real estate loan refinancing cliff, offering a once-in-a-decade investing opportunity for real estate credit.  Take a thoughtful approach to family business ownershipIn addition to focusing on the business assets, you must rethink your governance structure with each passing generation.  Why family offices should meet the FuggersThe 15th-century merchant Jakob Fugger, the wealthiest man to have ever lived, can teach us a thing or two about the importance of diversifying investment ...  Family office use of wealth manager predictionsAs part of my role on the investment committee for various family offices, I regularly interact with wealth managers.  Succession planning for family businessesThe greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.  Why affluent families are flocking down underAustralia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...  Balancing offence and defence in a 'higher for longer' environmentThe market has woken up to the reality that the inflation war is not over.  Considerations when nominating a charity for your super upon deathThere has been a lot of talk lately about the upcoming great wealth transfer, and you might be wondering where charities fit into all this. |
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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.
Expert Feed
Investing for impact loses some appeal, more education needed
While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
Succession planning for family businesses
The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway.
Why affluent families are flocking down under
Australia has regained the top spot in New World Wealth's 2023 list of destinations forecast to enjoy the highest net inflows of high-net-worth individuals ...
