Gregory Curtis Gregory Curtis is the founder and chairman of Greycourt. Greg has over 25 years experience in the family office and endowment marketplace. Prior to founding Greycourt, Greg served for many years as president of a family office for the Mellon family and president of the Laurel Foundation. Greg is the author of Creative capital: managing private wealth in a complex world, a step-by-step guide to the management of significant taxable assets.
GREGORY CURTIS | FRIDAY, 18 MAY 2012 Over the past decade, and accelerating rapidly in the last few years, the so-called 'outsourced Chief Investment Officer' model for delivering financial advice has grown very rapidly. In the experience of many advisers, client requests for discretionary ... 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.