Investment RICHARD WILSON | MONDAY, 15 OCT 2012 This white paper emphasises the importance of putting fund managers through a rigorous selection process. Choosing the wrong fund manager could result in principal loss, unnecessary lock up of capital, low tax efficiency for an investment strategy ... Read more SHANE GALLIGAN | MONDAY, 15 OCT 2012 Entrepreneurs have the extraordinary effect of shaping the industry they occupy, and as a result, have the contingent effect of generating wealth, creating employment opportunities and inspiring the next generation of entrepreneurs. Read more ANDREW DALRYMPLE | MONDAY, 15 OCT 2012 With Europe immersed in an ongoing crisis and the US economy barely keeping in positive territory, investors are continuing to look for attractive investments in international markets. After a recent indepth research trip to China, it is fair to say ... Read more MARK SOWERBY | MONDAY, 15 OCT 2012 Mark Sowerby, managing director of Blue Sky Alternative Investments, takes a closer look at the Harvard Endowment Fund and compares the US experience on alternative investment with the Australian scenario for both the high end retail and institutional ... Read more JANE WATTS | MONDAY, 15 OCT 2012 BT Financial Group's Jane Watts answer questions on the psyche of high stakes investing. Read more Taxation & Estate Planning LINDA BEERMAN | MONDAY, 15 OCT 2012 Family legacy planning is an opportunity to define, reflect on and express what wealth really means to the family. For most families, it means identifying the core values that make the family who it is. For some, it is an opportunity to groom the family's ... Read more PAUL LUCAS | MONDAY, 15 OCT 2012 All too often the skills and values that created wealth in the first place don't make it through generations. Paul Lucas looks at how to assist the next generation in becoming stewards of the family legacy. Read more Philanthropy ANDREW THOMAS | MONDAY, 15 OCT 2012 In this article Perpetual Private Wealth's Andrew Thomas champions the role of philanthropy in fostering medical research. Read more Technology SEAMUS O'CONCHEANAINN | MONDAY, 15 OCT 2012 Managing director of Foxrock Consulting Séamus Ó Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. Read more Family Office Management ANDREW NOLAN | MONDAY, 15 OCT 2012 Head of Stonehage Family Office division Andrew Nolan exaplins why he thinks the trend towards specialisation among the advisory community has gone far enough. Read more |
Latest News
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.
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
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.