Accenture Australia Limited61 2 9005 5000 | www.accenture.com/australiaAcctWeb61 3 9854 6254 | www.acctweb.com.auAdatree61 2 8005 1826 | https://www.adatree.com.auAdvice Intelligence Pty Ltd1300 242 384 | www.adviceintelligence.comAdvice Revolution61 2 3813 8088 | https://www.advicerevolution.com.auAdviserLogic1800 314 773 | https://www.morningstar.com/en-au/products/adviserlogicAltive Limitedhttps://www.altivecapital.com/enApache Corp1800 858 674 | www.apache.com.auApex Fund Services Holdings Ltd (AFSHL Group Ops)61 2 7201 9000 | https://www.apexgroup.comAPIR Systems Pty Ltd61 2 6284 6800 | www.apir.com.auAsendium Pty Ltdhttps://www.asendium.comAstuteWheel61 2 9453 3588 | https://www.astutewheel.com.auAustralian Moneymarket Pty Ltd61 7 3228 2688 | www.moneymarket.com.auAxe Group1300 293 000 | www.axegroup.com.auPAGE: 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.