Alison Bevege Journalist, Rainmaker Information Pty Ltd (at time of writing)
ALISON BEVEGE | MONDAY, 18 DEC 2017 Following La Trobe Financial's landmark deal with US private equity manager Blackstone this week, FINANCIAL STANDARD revisits a 2011 profile interview with chief Greg O'Neill. Read more PAGE: 1 |
Latest News
Succession planning troubles family offices: J.P. Morgan
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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.
Expert Feed
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Family office use of wealth manager predictions
As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
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