 Jonathan Webster Director, Jameson Global Investments Pty Ltd
JONATHAN WEBSTER | FRIDAY, 15 OCT 2021 For a small number of Australian-based family offices and an increasing list of ultra-high-net-worth individuals (UHNWIs), it's a great time to be in the market for innovative wealth strategies. 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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