 Jeff Steiner Partner & Head - Family Office, Mutual Trust Pty Ltd Jeff Steiner is one of Australia's most experienced and respected family advisers. Jeff has spent many years working with successful families and dealing with intergenerational change. He regularly works with the wealth creators and their families in an executive capacity to develop strategies to achieve their goals across all aspects of their wealth, including their family office, businesses, investments, philanthropy and family members. Jeff is an independent board member of various family councils and foundations.
JEFF STEINER | FRIDAY, 17 AUG 2018 Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. Read more JEFF STEINER | WEDNESDAY, 21 MAY 2014 We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions in life, is "it depends." The question is a perfectly legitimate one - there is a threshold at which ... 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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