 Sean Abbott Partner, Koda Capital Pty Ltd Sean Abbott is an adviser and partner of Koda Capital, and has been a financial adviser since 1998. He has a comprehensive knowledge of wealth management from an investment, structuring, asset protection, and estate planning perspective. For Sean, sound planning, structuring, and patience are the keys for clients making the most of their circumstances.
SEAN ABBOTT | FRIDAY, 13 MAR 2020 The total or partial sale of a privately held business - also known as a 'liquidity event' - is usually the culmination of years of hard work, considered risk taking, determination and tremendous energy. In many circumstances, the proceeds of ... 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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