 Clark Morgan Head of Strategy & Development, LGT Crestone Wealth Management Limited (at time of writing)
CLARK MORGAN | WEDNESDAY, 15 FEB 2023 The transfer of wealth between generations is important for many Australians, not just those with a family business or substantial wealth. Read more PAGE: 1 |
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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.
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