 Edward Marshall Global Head, Family office and HNW Group, Dentons
 HENRY BRANDTS-GIESEN , CHRISTOPHER ROSE , EDWARD MARSHALL | THURSDAY, 14 DEC 2023 The greatest wealth transfer in history-from Baby Boomers to younger generations-is underway. 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.
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