Ethics & Governance DANIEL BERICK | FRIDAY, 13 DEC 2019 As is the case with any sophisticated business enterprise, a family office will have a variety of legal needs to address in the course of its operations, and will need legal advice from specialists across a wide range of specific substantive legal areas. ... Read more Philanthropy RHODRI DAVIES | FRIDAY, 13 DEC 2019 Impact of the US and UK political environments on philanthropy Read more Investment JASON HULJICH | FRIDAY, 17 JAN 2020 Intense scrutiny of traditional lenders and lending practices post-Royal Commission, combined with a challenging property market, has seen property investors, developers and builders struggle to secure funding from their usual sources. This whitepaper ... Read more |
Latest News
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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.
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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.