Why turning 25 can be a problem - a Q&A on family trustsBY STEPHEN BOURKE | VOLUME 1, ISSUE 1We are sitting on the crest of a wave of intergenerational wealth transfer - the estimates are in the trillions. However, many families are concerned that the transmission of ... Get articles like this delivered to your email - Sign up for the free monthly newsletter  More Articles |
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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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