 DAVID KNOWLES | THURSDAY, 16 FEB 2023 This paper is intended to help people who have taken up the challenge and responsibility of investing money for the benefit of others. This is, for most, unpaid work carried out in an environment where: resources available for support and development ... Read more DAVID KNOWLES | FRIDAY, 12 MAR 2021 Mistakes are valuable because we learn from them. This is as true when it comes to charitable giving as it is in other areas of life. So, what has Koda Capital's philanthropic advisory team and years of helping people give, learnt that might benefit ... Read more DAVID KNOWLES | TUESDAY, 16 APR 2019 In a must read for philanthropists, Koda Capital marries existing research with its own insights to piece together a detailed picture of how Australians donate. Read more DAVID KNOWLES | WEDNESDAY, 10 JUN 2015 "What counts, in the long run, is not what you read; it is what you sift through your own mind; it is the ideas and impressions that are aroused in you by your reading" ? Eleanor Roosevelt This paper is intended to help people who have taken up the ... Read more DAVID KNOWLES | THURSDAY, 16 OCT 2014 It used to be so simple. Governments had a clear role, charities and non-profits had a clear role and philanthropy filled the gaps. For profits? They were there to make money, some of which they occasionally 'gave back' in the form of a cheque. ... 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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