 Emma Sakellaris Chief Executive Officer, Foresters Financial Limited
EMMA SAKELLARIS | FRIDAY, 18 MAR 2022 As countries around the world focus on a more sustainable future, people are also looking to make sustainable changes in their lives, including how they invest. Increasingly, investors are recognising that investment bonds can contribute to a sustainable ... Read more EMMA SAKELLARIS | FRIDAY, 14 JUN 2019 While philanthropy shouldn't be viewed as an ad-hoc afterthought, the end of the financial year is an opportune time for individuals to really focus on giving back and providing support and care to those who most need to receive it, all while minimising ... 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.
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.
Succession planning for family businesses
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Why affluent families are flocking down under
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