Succession planning - preparing the next generation for leadershipBY JOHN BROONS | WEDNESDAY, 28 FEB 2024 4:41PMAs an experienced Family Business Advisor, I understand the unique dynamics, joys, and challenges of passing the torch to the next generation.
Phase two of the bear marketThe way I see this bear market playing out is in 3 phases. The good news is we've already been through the first phase. Private equity: An opportunity for investorsThe strong returns delivered by private equity provides an excellent opportunity for investors. There are a number of factors that can explain why private ... The rise of alternative assetsSquare pegs in round holes? The rise in the use of alternative assets is demanding a rethink of ownership models by financial advisers and their higher ... Investment bonds lining up with valuesAs countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they ... 10 themes for 2022For all the uncertainty over the last two years with the pandemic, investment markets across the world had performed very well. However, 2022 is already ... When do we pay tax in a family trust?The question is, "I want to create a discretionary trust for myself, fiancé and our future children, but do we pay tax when the income is ... Death, taxes and net-zeroThe battlelines have been drawn for the upcoming Australian Federal election, and like the ones before it in recent history, it's going to be fought over ... Disruption will favour medtech companies over longer-termMedical technology companies exhibit plenty of favourable characteristics similar to those of emerging small industrial companies, including scalability ... Cryptocurrency market outlook 20222021 has been a breakout year for cryptocurrencies, with its dramatic rise through the ranks of popular culture seeing the asset class move from the fringes ... How to avoid a virtual graveyardThere are more than 30 million deceased "users" across global social media sites. When you consider the staggering 2.8 billion active users globally on ... |
Latest News
Family offices still love hedge funds: Preqin
The number of family office investors allocating to hedge funds increased by 10% from 2022 to 2023, and has doubled since 2015, according to new research by Preqin.
HNWI collecting activity stoops: Knight Frank
Despite a slew of record-breaking sales, luxury investment markets weakened in 2023, according to the Knight Frank Luxury Investment Index (KFLII).
Global economy to grow at a slower positive rate
Members of the Wigmore Association family office network, including Mutual Trust head of investment solutions Simone Rouse, believe that the global economy will continue to expand in 2024, albeit at a slower pace than in 2023.
US family office launches Australian arm
The Asena Family Office (Asena) has officially set up shop down under, merging with Melbourne-based boutique family office and asset management firm Giles Wade.
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.