Kanika Sood Senior Journalist, Rainmaker Information Pty Ltd (at time of writing) Kanika Sood is a senior journalist at Financial Standard and the associate editor of FS Private Wealth.
KANIKA SOOD | FRIDAY, 16 AUG 2019 David Orford made his fortune with his financial software company Financial Synergy which reaped him $73 million when it sold about three years ago. He spoke to Kanika Sood about how he approaches investing in his personal life, philanthropy and his ... Read more DARREN SNYDER , KANIKA SOOD | MONDAY, 15 APR 2019 The Macquarie Group Foundation is set to give out the largest philanthropic award in its history. Its global head Lisa George spoke to FS Private Wealth about how the company leverages its resources to affect long-lasting change. Read more |
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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.