![]() Jeff Steiner Partner, Mutual Trust Pty Ltd Jeff Steiner is one of Australia's most experienced and respected family advisers. Jeff has spent many years working with successful families and dealing with intergenerational change. He regularly works with the wealth creators and their families in an executive capacity to develop strategies to achieve their goals across all aspects of their wealth, including their family office, businesses, investments, philanthropy and family members. Jeff is an independent board member of various family councils and foundations.
JEFF STEINER | FRIDAY, 17 AUG 2018 Market research tells us that nearly 70% of intergenerational wealth transfers fail by the third generation and almost 90% by the fourth. Read more JEFF STEINER | WEDNESDAY, 21 MAY 2014 We are often asked "how much money do you need before you establish your own Single Family Office?" The short answer, as with many questions in life, is "it depends." The question is a perfectly legitimate one - there is a threshold at which ... Read more PAGE: 1 |
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A new survey of more than 300 global family offices shows that artificial intelligence (AI) is in hot demand as the majority flagged it as a thematic they will prioritise as a future investment.
ISS MI acquires Family Office Access
ISS Market Intelligence (ISS MI) has acquired Family Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers.
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Skin in the game
CARMELO VIOLA
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
EXECUTIVE CHAIR, PARTNER, MANAGING DIRECTOR
VIOLA PRIVATE WEALTH
Viola Private Wealth executive chair, founding partner, and adviser Charlie Viola has worked hard to build his personal brand, and it shows. Viola's face is plastered across financial services media. This ubiquity, however, isn't without rhyme or reason. Andrew McKean writes.








