Ethics & Governance OMER SOKER | WEDNESDAY, 12 MAY 2021 Differences in perspectives between boards and CEOs can undermine the quality of their relationships. Unaddressed, opposing viewpoints can escalate quickly. The title of an early Tom Cruise mega-movie sums this up perfectly-Risky Business. Read more Investment SAVINA RIZOVA | FRIDAY, 18 JUN 2021 While the value premium is established by valuation theory and research spanning multiple decades and countries as a robust long-term driver of expected stock returns, it is volatile and can go through long periods of negative returns. In fact, we are ... Read more Family Office Management STEVE SHULTZ | WEDNESDAY, 12 MAY 2021 COVID-19 has shown how transitions of family values, business and wealth deserve thoughtful attention now more than ever. Read more TAYYAB MOHAMAD , PAUL WESTALL | FRIDAY, 18 JUN 2021 This paper comprises excerpts from Agreus Group's 2021 global family office bonus benchmark report. It explores how family office professionals were awarded a bonus this season, including the structure, drivers, methodology and size. Further, it examines ... Read more Compliance KAYLEIGH YAP | FRIDAY, 18 JUN 2021 You and a friend have come up with a brilliant idea that you reckon will be a great business venture. So, you set up a company-you both own 50% of the company as shareholders and are appointed as directors. You know each other well and you want to get ... 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.