 Michelle Gortan Head of Philanthropy, Mutual Trust Pty Ltd (at time of writing)
MICHELLE GORTAN | FRIDAY, 23 NOV 2018 Traditionally, wealth advisers use a succession planning framework. This involves working with the founder (or founders) to look downstream to the next generation for an effective "passing of the baton" strategy. 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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