Five principles for successful family office investingBY NATHAN ROBERTSON | FRIDAY, 17 MAY 2024 4:59PMAt the time of writing, Australian public companies were at the end of another round of reporting their half-yearly financial results. For investors and media, this annual process is an important cog ...
"If it becomes necessary" time?The more equities drop, the more we get closer to "if it becomes necessary" time for our friend Ben to provide some stimulation. The journey beginsWelcome to the first issue of FS Private Wealth - The Journal of Family Office Investment. The good, the bad and the whateverThere's good news to stir the animal spirits among the bulls, bad news to keep the bears on the pounce and news we can classify as 'whatever' to keep ... S.O.S"So when you're near me, darling can't you hear me S. O. S. The love you gave me, nothing else can save me S. O. S. When you're gone How can I even try ... Carbon blast from the GST pastWe've witnessed the same arguments -- pros and cons, winners and losers - and scares before, during and after the GST (goods and services tax) was introduced ... European authorities will blinkIt's got the euro in its hands. It's got the whole world in its hands. No-bull bull market"I get knocked down But I get up again You're never going to keep me down..."-- Chumbawamba |
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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.