Family Office Management MARK SMITH | THURSDAY, 16 OCT 2014 From managing the fortune of the Lowy family to running his own funds management business, Stephen Aboud has stuck to his mantra. Quality growth companies are few and far between but you don't need more than a handful to shoot the lights out. Mark ... Read more | THURSDAY, 16 OCT 2014 One of the biggest conflicts that can arise within a family office is that between the family or families that own the wealth (the principals) and the fund managers and external providers (the agents). Read more WILL ROBERTS | THURSDAY, 16 OCT 2014 Everyone loves buying but we all hate to be sold. Alsaker Private Office's Will Roberts explains how a professional service can help take the pain out of making large purchases and booking events while getting a good deal to boot Read more Investment MARK SMITH | THURSDAY, 16 OCT 2014 FS Private Wealth associate editor Mark Smith met with NAB fixed income experts and two of the bank's private wealth clients to find out how bonds can help high net worth investors reach thier objectives and what needs to be done to improve access ... Read more R.DINO DAVIS | THURSDAY, 16 OCT 2014 Interest in reducing volatility and de-risking investment portfolios has grown for both individuals and institutional investors caught in the maelstrom of the 2008 financial crisis and the ensuing investment losses and deep recession. Read more AMANDA SKELLY | THURSDAY, 16 OCT 2014 Reduced tax bite and tax defferals Read more Philanthropy ANDREW THOMAS | THURSDAY, 16 OCT 2014 Philanthropy is currently big news in Australia thanks to some record-breaking donations by philanthropists in the past 18 months. Andrew Thomas, General Manager Philanthropy, Perpetual Private looks at what is behind this surge, but importantly questions ... 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 cheq ... Read more Taxation & Estate Planning IAN CROSBY | THURSDAY, 16 OCT 2014 The role of properly structured succession planning in reducing the risks to family wealth is beyond dispute. Yet this most important of all risk management tools is too often overlooked, both by the families themselves and their advisers. Read more |
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.