Rachel Craze Director, Mutual Trust Pty Ltd (at time of writing)
RACHEL CRAZE | FRIDAY, 20 MAY 2016 As the ownership of family assets transitions from the founder to a 'partnership of siblings' and ultimately to a 'confederation of cousins,' the way that families work together, invest together and make decisions together becomes more ... 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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