Ian Gillies Director, Hamilton Wealth Partners Pty Ltd (at time of writing) Ian is a director and founding partner of Hamilton Wealth Management, an independent advisory practice owned by its directors. He has over 28 years' experience in the financial services sector and prior to establishing Hamilton Wealth Management held senior roles in some of Australia's largest Wealth Management and Private Banking firms providing advice to wealthy families and investors. Hamilton Wealth Management provides advice on financial strategy and structure, asset allocation and asset management for investors, business owners, families, retirees and professionals.
IAN GILLIES | WEDNESDAY, 21 MAY 2014 Single and multi-family offices both have the same goal - ensuring the family maximise and protect their wealth. 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.