 Hamza Shakir Azeem Principal, Hamilton Lane (Australia) Pty Limited
HAMZA SHAKIR AZEEM | FRIDAY, 14 OCT 2022 Investment returns for public and private market portfolios are derived from a number of variables. Read more PAGE: 1 |
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Succession planning troubles family offices: J.P. Morgan
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.
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ACNC tightens screws on NFPs with complex corporate structures
The Australian Charities and Not-for-profits Commission (ACNC) announced it will focus on the misuse of complex corporate structures this year.
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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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While the appeal of impact investing declined in 2023, with investors generally less willing to give up returns in order to make an impact through investing ...
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As part of my role on the investment committee for various family offices, I regularly interact with wealth managers.
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