Peter Whitehead Senior Director Trustee, Mutual Trust Pty Ltd (at time of writing) Peter Whitehead is a senior trustee director at Mutual Trust. He is a lawyer with 42 years of experience in wealth governance, estate planning, trust management and family succession. Previously, he was the chief executive at Public Trustee NSW and a national manager at Perpetual.
PETER WHITEHEAD | WEDNESDAY, 15 MAY 2019 Focusing on the purpose of family wealth and what matters most about being a successful family is an extremely valuable exercise. It facilitates many catalysts for clear roadmaps for the enjoyment of life, risk-appropriate investment and tax efficient ... 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.